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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 | $160,070-19.5% | $147,117-12.4% | $145,897-11.7% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 26.23% | 98.69%-72.5pp | 420.54%-394.3pp | 552.29%-526.1pp |
| Employer contribution / active EE | $2,658 | $5,285-49.7% | $4,932-46.1% | $4,663-43.0% |
| Participant deferral / active EE | $5,519 | $8,419-34.4% | $8,065-31.6% | $6,689-17.5% |
| Admin fee / account holder | $2,086 | $15,035-86.1% | $12,993-83.9% | $13,390-84.4% |