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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 | $83,071 | $72,071+15.3% | $68,368+21.5% | $137,256-39.5% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.0%-50.0pp |
| Annual return | 17.91% | 353.14%-335.2pp | 292.57%-274.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,800 | $2,788-35.4% | $2,649-32.0% | $4,156-56.7% |
| Participant deferral / active EE | $2,773 | $4,410-37.1% | $4,123-32.7% | $6,407-56.7% |
| Admin fee / account holder | $648 | $5,336-87.9% | $5,150-87.4% | $12,270-94.7% |