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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 | $136,169 | $183,516-25.8% | $155,534-12.5% | $145,884-6.7% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 15.01% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,505 | $5,315-71.7% | $4,675-67.8% | $4,662-67.7% |
| Participant deferral / active EE | $3,651 | $6,467-43.5% | $5,630-35.2% | $6,690-45.4% |
| Admin fee / account holder | $778 | $19,293-96.0% | $15,900-95.1% | $13,392-94.2% |