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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 | $159,978-14.1% | $147,041-6.5% | $145,978-5.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.88% | 98.36%-87.5pp | 419.21%-408.3pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,976 | $5,288-62.6% | $4,935-60.0% | $4,662-57.6% |
| Participant deferral / active EE | $3,398 | $8,429-59.7% | $8,071-57.9% | $6,690-49.2% |
| Admin fee / account holder | $345 | $15,053-97.7% | $13,006-97.3% | $13,400-97.4% |