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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 | $172,887 | $168,635+2.5% | $147,617+17.1% | $125,389+37.9% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | 0.07% | 77.65%-77.6pp | 61.98%-61.9pp | 282.24%-282.2pp |
| Employer contribution / active EE | $4,527 | $6,252-27.6% | $5,564-18.6% | $4,866-7.0% |
| Participant deferral / active EE | $13,733 | $5,507+149.4% | $4,895+180.5% | $5,352+156.6% |
| Admin fee / account holder | $789 | $13,580-94.2% | $11,612-93.2% | $9,541-91.7% |