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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 | $128,850 | $159,934-19.4% | $147,005-12.4% | $145,959-11.7% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 26.23% | 98.24%-72.0pp | 418.76%-392.5pp | 561.95%-535.7pp |
| Employer contribution / active EE | $2,658 | $5,287-49.7% | $4,934-46.1% | $4,661-43.0% |
| Participant deferral / active EE | $5,519 | $8,427-34.5% | $8,070-31.6% | $6,689-17.5% |
| Admin fee / account holder | $2,086 | $15,053-86.1% | $13,006-84.0% | $13,398-84.4% |