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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 | $121,233 | $175,259-30.8% | $149,723-19.0% | $139,487-13.1% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 17.55% | 166.82%-149.3pp | 134.50%-116.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $1,597 | $5,478-70.8% | $4,821-66.9% | $4,755-66.4% |
| Participant deferral / active EE | $4,048 | $6,522-37.9% | $5,682-28.8% | $6,713-39.7% |
| Admin fee / account holder | $463 | $16,158-97.1% | $13,215-96.5% | $11,407-95.9% |