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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 | $139,822 | $209,422-33.2% | $178,503-21.7% | $158,982-12.1% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 7.47% | 188.81%-181.3pp | 151.12%-143.6pp | 302.99%-295.5pp |
| Employer contribution / active EE | $2,500 | $5,707-56.2% | $5,011-50.1% | $4,763-47.5% |
| Participant deferral / active EE | $3,307 | $5,955-44.5% | $5,202-36.4% | $5,983-44.7% |
| Admin fee / account holder | $2,067 | $17,079-87.9% | $13,987-85.2% | $11,252-81.6% |