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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 | $137,428 | $160,028-14.1% | $147,080-6.6% | $145,884-5.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.88% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,976 | $5,286-62.6% | $4,933-60.0% | $4,662-57.6% |
| Participant deferral / active EE | $3,398 | $8,422-59.7% | $8,066-57.9% | $6,690-49.2% |
| Admin fee / account holder | $345 | $15,030-97.7% | $12,989-97.3% | $13,392-97.4% |