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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 | $160,040-9.4% | $147,096-1.4% | $145,877-0.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 22.36% | 98.49%-76.1pp | 419.75%-397.4pp | 551.28%-528.9pp |
| Employer contribution / active EE | $3,713 | $5,289-29.8% | $4,936-24.8% | $4,663-20.4% |
| Participant deferral / active EE | $7,599 | $8,429-9.8% | $8,071-5.8% | $6,691+13.6% |
| Admin fee / account holder | $1,388 | $15,050-90.8% | $13,005-89.3% | $13,402-89.6% |