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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 | $175,719 | $176,105-0.2% | $159,474+10.2% | $167,536+4.9% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 14.01% | 331.91%-317.9pp | 263.68%-249.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $1,463 | $5,299-72.4% | $4,831-69.7% | $4,839-69.8% |
| Participant deferral / active EE | $3,769 | $7,751-51.4% | $7,353-48.7% | $6,342-40.6% |
| Admin fee / account holder | $2,534 | $12,559-79.8% | $10,802-76.5% | $12,315-79.4% |