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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 | $126,875 | $227,291-44.2% | $214,702-40.9% | $155,188-18.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 11.46% | 60.08%-48.6pp | 54.55%-43.1pp | 148.84%-137.4pp |
| Employer contribution / active EE | $2,370 | $6,772-65.0% | $6,461-63.3% | $4,248-44.2% |
| Participant deferral / active EE | $6,510 | $9,582-32.1% | $9,147-28.8% | $6,531-0.3% |
| Admin fee / account holder | $2,538 | $20,413-87.6% | $19,830-87.2% | $14,480-82.5% |