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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 | $172,031 | $209,425-17.9% | $178,499-3.6% | $158,966+8.2% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 17.54% | 188.80%-171.3pp | 151.10%-133.6pp | 302.95%-285.4pp |
| Employer contribution / active EE | $1,820 | $5,707-68.1% | $5,011-63.7% | $4,762-61.8% |
| Participant deferral / active EE | $5,510 | $5,955-7.5% | $5,202+5.9% | $5,983-7.9% |
| Admin fee / account holder | $1,783 | $17,078-89.6% | $13,986-87.3% | $11,250-84.2% |