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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 | $183,516-23.0% | $155,534-9.2% | $145,884-3.2% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 10.76% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,131 | $5,315-78.7% | $4,675-75.8% | $4,662-75.7% |
| Participant deferral / active EE | $4,357 | $6,467-32.6% | $5,630-22.6% | $6,690-34.9% |
| Admin fee / account holder | $921 | $19,293-95.2% | $15,900-94.2% | $13,392-93.1% |