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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 | $148,313 | $175,231-15.4% | $149,696-0.9% | $139,466+6.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 13.36% | 166.77%-153.4pp | 134.46%-121.1pp | 373.66%-360.3pp |
| Employer contribution / active EE | $1,132 | $5,478-79.3% | $4,821-76.5% | $4,754-76.2% |
| Participant deferral / active EE | $9,073 | $6,521+39.1% | $5,682+59.7% | $6,712+35.2% |
| Admin fee / account holder | $1,393 | $16,155-91.4% | $13,212-89.5% | $11,409-87.8% |