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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 | $135,113 | $183,592-26.4% | $155,567-13.1% | $145,959-7.4% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 10.84% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,362 | $5,315-74.4% | $4,674-70.9% | $4,661-70.8% |
| Participant deferral / active EE | $7,667 | $6,464+18.6% | $5,628+36.2% | $6,689+14.6% |
| Admin fee / account holder | $1,046 | $19,318-94.6% | $15,916-93.4% | $13,398-92.2% |