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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 | $171,814 | $157,304+9.2% | $141,197+21.7% | $152,909+12.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 33.18% | 64.34%-31.2pp | 71.41%-38.2pp | 345.46%-312.3pp |
| Employer contribution / active EE | $2,611 | $5,263-50.4% | $4,736-44.9% | $4,764-45.2% |
| Participant deferral / active EE | $8,112 | $7,111+14.1% | $6,710+20.9% | $5,851+38.6% |
| Admin fee / account holder | $2,860 | $12,126-76.4% | $10,265-72.1% | $11,601-75.3% |