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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 | $130,663 | $175,231-25.4% | $149,696-12.7% | $139,466-6.3% |
| Participation rate | 69.2% | 83.4%-14.2pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 17.35% | 166.77%-149.4pp | 134.46%-117.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $3,186 | $5,478-41.8% | $4,821-33.9% | $4,754-33.0% |
| Participant deferral / active EE | $5,627 | $6,521-13.7% | $5,682-1.0% | $6,712-16.2% |
| Admin fee / account holder | $6,543 | $16,155-59.5% | $13,212-50.5% | $11,409-42.7% |