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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 | $136,569 | $159,934-14.6% | $147,005-7.1% | $145,959-6.4% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 12.64% | 98.24%-85.6pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $1,633 | $5,287-69.1% | $4,934-66.9% | $4,661-65.0% |
| Participant deferral / active EE | $4,828 | $8,427-42.7% | $8,070-40.2% | $6,689-27.8% |
| Admin fee / account holder | $11,574 | $15,053-23.1% | $13,006-11.0% | $13,398-13.6% |