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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 | $132,899 | $183,968-27.8% | $162,166-18.0% | $152,870-13.1% |
| Participation rate | 56.3% | 88.5%-32.3pp | 87.6%-31.3pp | 82.4%-26.2pp |
| Annual return | 26.43% | 150.77%-124.3pp | 115.59%-89.2pp | 345.34%-318.9pp |
| Employer contribution / active EE | $3,070 | $6,371-51.8% | $5,614-45.3% | $4,763-35.5% |
| Participant deferral / active EE | $3,960 | $8,034-50.7% | $7,298-45.7% | $5,850-32.3% |
| Admin fee / account holder | $2,819 | $13,121-78.5% | $10,842-74.0% | $11,597-75.7% |