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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 | $129,513 | $159,978-19.0% | $147,041-11.9% | $145,978-11.3% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 10.16% | 98.36%-88.2pp | 419.21%-409.1pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,484 | $5,288-71.9% | $4,935-69.9% | $4,662-68.2% |
| Participant deferral / active EE | $7,165 | $8,429-15.0% | $8,071-11.2% | $6,690+7.1% |
| Admin fee / account holder | $8,262 | $15,053-45.1% | $13,006-36.5% | $13,400-38.3% |