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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 | $133,574 | $175,257-23.8% | $149,717-10.8% | $139,456-4.2% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 23.65% | 166.70%-143.0pp | 134.41%-110.8pp | 373.45%-349.8pp |
| Employer contribution / active EE | $1,866 | $5,477-65.9% | $4,820-61.3% | $4,753-60.7% |
| Participant deferral / active EE | $5,912 | $6,521-9.3% | $5,682+4.1% | $6,711-11.9% |
| Admin fee / account holder | $1,245 | $16,156-92.3% | $13,213-90.6% | $11,407-89.1% |