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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 | $127,119 | $160,040-20.6% | $147,096-13.6% | $145,877-12.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.18% | 98.49%-84.3pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,510 | $5,289-33.6% | $4,936-28.9% | $4,663-24.7% |
| Participant deferral / active EE | $8,085 | $8,429-4.1% | $8,071+0.2% | $6,691+20.8% |
| Admin fee / account holder | $15,897 | $15,050+5.6% | $13,005+22.2% | $13,402+18.6% |