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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 | $138,713 | $166,268-16.6% | $165,100-16.0% | $145,897-4.9% |
| Participation rate | 45.8% | 82.0%-36.2pp | 78.6%-32.8pp | 80.3%-34.5pp |
| Annual return | 13.33% | 100.52%-87.2pp | 70.21%-56.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,430 | $5,284-54.0% | $4,348-44.1% | $4,663-47.9% |
| Participant deferral / active EE | $4,395 | $6,964-36.9% | $6,035-27.2% | $6,689-34.3% |
| Admin fee / account holder | $4,958 | $16,659-70.2% | $12,696-60.9% | $13,390-63.0% |