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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 | $77,157 | $160,070-51.8% | $147,117-47.6% | $145,897-47.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 14.54% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,439 | $5,285-72.8% | $4,932-70.8% | $4,663-69.1% |
| Participant deferral / active EE | $10,369 | $8,419+23.2% | $8,065+28.6% | $6,689+55.0% |
| Admin fee / account holder | $7,951 | $15,035-47.1% | $12,993-38.8% | $13,390-40.6% |