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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 | $152,324 | $210,698-27.7% | $178,014-14.4% | $145,959+4.4% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 12.39% | 386.27%-373.9pp | 294.80%-282.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $2,830 | $4,567-38.0% | $3,950-28.4% | $4,661-39.3% |
| Participant deferral / active EE | $6,099 | $6,958-12.4% | $6,276-2.8% | $6,689-8.8% |
| Admin fee / account holder | $4,559 | $12,016-62.1% | $10,362-56.0% | $13,398-66.0% |