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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 | $159,934-9.0% | $147,005-1.0% | $145,959-0.3% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 14.22% | 98.24%-84.0pp | 418.76%-404.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $3,014 | $5,287-43.0% | $4,934-38.9% | $4,661-35.3% |
| Participant deferral / active EE | $8,546 | $8,427+1.4% | $8,070+5.9% | $6,689+27.8% |
| Admin fee / account holder | $21,414 | $15,053+42.3% | $13,006+64.6% | $13,398+59.8% |