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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,103 | $217,427-59.5% | $185,837-52.6% | $167,518-47.4% |
| Participation rate | 63.6% | 86.0%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 17.02% | 148.39%-131.4pp | 122.08%-105.1pp | 478.71%-461.7pp |
| Employer contribution / active EE | $1,610 | $5,874-72.6% | $5,168-68.8% | $4,838-66.7% |
| Participant deferral / active EE | $5,132 | $6,357-19.3% | $5,568-7.8% | $6,342-19.1% |
| Admin fee / account holder | $604 | $19,816-97.0% | $16,241-96.3% | $12,312-95.1% |