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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 | $144,917 | $160,070-9.5% | $147,117-1.5% | $145,897-0.7% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 32.93% | 98.69%-65.8pp | 420.54%-387.6pp | 552.29%-519.4pp |
| Employer contribution / active EE | $1,996 | $5,285-62.2% | $4,932-59.5% | $4,663-57.2% |
| Participant deferral / active EE | $6,719 | $8,419-20.2% | $8,065-16.7% | $6,689+0.4% |
| Admin fee / account holder | $2,538 | $15,035-83.1% | $12,993-80.5% | $13,390-81.0% |