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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 | $146,119 | $202,440-27.8% | $169,390-13.7% | $139,466+4.8% |
| Participation rate | 42.9% | 81.1%-38.3pp | 77.2%-34.3pp | 80.3%-37.5pp |
| Annual return | 13.82% | 532.36%-518.5pp | 406.07%-392.2pp | 373.66%-359.8pp |
| Employer contribution / active EE | $1,452 | $4,693-69.1% | $4,013-63.8% | $4,754-69.5% |
| Participant deferral / active EE | $2,943 | $6,940-57.6% | $6,222-52.7% | $6,712-56.2% |
| Admin fee / account holder | $1,407 | $10,722-86.9% | $9,015-84.4% | $11,409-87.7% |