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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 | $144,967 | $159,934-9.4% | $147,005-1.4% | $145,959-0.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 22.36% | 98.24%-75.9pp | 418.76%-396.4pp | 561.95%-539.6pp |
| Employer contribution / active EE | $3,713 | $5,287-29.8% | $4,934-24.7% | $4,661-20.3% |
| Participant deferral / active EE | $7,599 | $8,427-9.8% | $8,070-5.8% | $6,689+13.6% |
| Admin fee / account holder | $1,388 | $15,053-90.8% | $13,006-89.3% | $13,398-89.6% |