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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 | $134,107 | $157,304-14.7% | $141,197-5.0% | $152,909-12.3% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 23.30% | 64.34%-41.0pp | 71.41%-48.1pp | 345.46%-322.2pp |
| Employer contribution / active EE | $2,833 | $5,263-46.2% | $4,736-40.2% | $4,764-40.5% |
| Participant deferral / active EE | $4,985 | $7,111-29.9% | $6,710-25.7% | $5,851-14.8% |
| Admin fee / account holder | $12,907 | $12,126+6.4% | $10,265+25.7% | $11,601+11.3% |