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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 | $97,019 | $160,070-39.4% | $147,117-34.1% | $145,897-33.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.12% | 98.69%-84.6pp | 420.54%-406.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,331 | $5,285-55.9% | $4,932-52.8% | $4,663-50.0% |
| Participant deferral / active EE | $5,557 | $8,419-34.0% | $8,065-31.1% | $6,689-16.9% |
| Admin fee / account holder | $1,158 | $15,035-92.3% | $12,993-91.1% | $13,390-91.4% |