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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 | $151,948 | $159,978-5.0% | $147,041+3.3% | $145,978+4.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.95% | 98.36%-83.4pp | 419.21%-404.3pp | 550.52%-535.6pp |
| Employer contribution / active EE | $3,046 | $5,288-42.4% | $4,935-38.3% | $4,662-34.7% |
| Participant deferral / active EE | $6,620 | $8,429-21.5% | $8,071-18.0% | $6,690-1.0% |
| Admin fee / account holder | $5,023 | $15,053-66.6% | $13,006-61.4% | $13,400-62.5% |