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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 | $141,273 | $183,592-23.1% | $155,574-9.2% | $145,877-3.2% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 10.76% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,131 | $5,317-78.7% | $4,676-75.8% | $4,663-75.7% |
| Participant deferral / active EE | $4,357 | $6,466-32.6% | $5,629-22.6% | $6,691-34.9% |
| Admin fee / account holder | $921 | $19,316-95.2% | $15,914-94.2% | $13,402-93.1% |