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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 | $202,460-27.8% | $169,385-13.7% | $139,456+4.8% |
| Participation rate | 42.9% | 81.1%-38.2pp | 77.2%-34.3pp | 80.3%-37.5pp |
| Annual return | 13.82% | 532.07%-518.2pp | 405.82%-392.0pp | 373.45%-359.6pp |
| Employer contribution / active EE | $1,452 | $4,691-69.0% | $4,012-63.8% | $4,753-69.4% |
| Participant deferral / active EE | $2,943 | $6,938-57.6% | $6,221-52.7% | $6,711-56.2% |
| Admin fee / account holder | $1,407 | $10,719-86.9% | $9,011-84.4% | $11,407-87.7% |