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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 | $89,546 | $209,428-57.2% | $178,498-49.8% | $158,950-43.7% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 17.27% | 188.78%-171.5pp | 151.09%-133.8pp | 302.91%-285.6pp |
| Employer contribution / active EE | $3,339 | $5,707-41.5% | $5,011-33.4% | $4,762-29.9% |
| Participant deferral / active EE | $4,403 | $5,955-26.1% | $5,202-15.4% | $5,983-26.4% |
| Admin fee / account holder | $5,194 | $17,077-69.6% | $13,985-62.9% | $11,248-53.8% |