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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 | $126,860 | $183,988-31.0% | $162,177-21.8% | $152,897-17.0% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.6%-42.1pp | 82.5%-37.0pp |
| Annual return | 16.44% | 150.79%-134.3pp | 115.60%-99.2pp | 345.43%-329.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,145 | $8,032+1.4% | $7,297+11.6% | $5,851+39.2% |
| Admin fee / account holder | $2,237 | $13,123-83.0% | $10,843-79.4% | $11,599-80.7% |