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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 | $128,043 | $183,592-30.3% | $155,574-17.7% | $145,877-12.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.53% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,670 | $5,317-68.6% | $4,676-64.3% | $4,663-64.2% |
| Participant deferral / active EE | $11,028 | $6,466+70.5% | $5,629+95.9% | $6,691+64.8% |
| Admin fee / account holder | $352 | $19,316-98.2% | $15,914-97.8% | $13,402-97.4% |