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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 | $134,782 | $183,539-26.6% | $155,556-13.4% | $145,897-7.6% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 25.38% | 61.31%-35.9pp | 64.84%-39.5pp | 552.29%-526.9pp |
| Employer contribution / active EE | $1,942 | $5,315-63.5% | $4,675-58.5% | $4,663-58.3% |
| Participant deferral / active EE | $4,090 | $6,467-36.8% | $5,631-27.4% | $6,689-38.9% |
| Admin fee / account holder | $499 | $19,275-97.4% | $15,885-96.9% | $13,390-96.3% |