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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 | $138,535 | $148,623-6.8% | $135,974+1.9% | $139,466-0.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 25.67% | 79.30%-53.6pp | 68.30%-42.6pp | 373.66%-348.0pp |
| Employer contribution / active EE | $2,557 | $5,246-51.3% | $4,859-47.4% | $4,754-46.2% |
| Participant deferral / active EE | $10,130 | $8,103+25.0% | $7,760+30.5% | $6,712+50.9% |
| Admin fee / account holder | $462 | $12,406-96.3% | $10,767-95.7% | $11,409-96.0% |