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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 | $143,130 | $166,268-13.9% | $165,100-13.3% | $145,897-1.9% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 11.34% | 100.52%-89.2pp | 70.21%-58.9pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,941 | $5,284-63.3% | $4,348-55.4% | $4,663-58.4% |
| Participant deferral / active EE | $4,719 | $6,964-32.2% | $6,035-21.8% | $6,689-29.5% |
| Admin fee / account holder | $8,050 | $16,659-51.7% | $12,696-36.6% | $13,390-39.9% |