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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 | $129,703 | $217,432-40.3% | $185,851-30.2% | $167,553-22.6% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 13.16% | 148.43%-135.3pp | 122.11%-108.9pp | 478.89%-465.7pp |
| Employer contribution / active EE | $1,887 | $5,874-67.9% | $5,168-63.5% | $4,840-61.0% |
| Participant deferral / active EE | $6,158 | $6,357-3.1% | $5,569+10.6% | $6,343-2.9% |
| Admin fee / account holder | $12,656 | $19,820-36.1% | $16,245-22.1% | $12,316+2.8% |