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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 | $145,508 | $160,040-9.1% | $147,096-1.1% | $145,877-0.3% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 14.22% | 98.49%-84.3pp | 419.75%-405.5pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,014 | $5,289-43.0% | $4,936-38.9% | $4,663-35.4% |
| Participant deferral / active EE | $8,546 | $8,429+1.4% | $8,071+5.9% | $6,691+27.7% |
| Admin fee / account holder | $21,414 | $15,050+42.3% | $13,005+64.7% | $13,402+59.8% |