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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 | $178,289 | $183,516-2.8% | $155,534+14.6% | $145,884+22.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 18.70% | 61.43%-42.7pp | 64.92%-46.2pp | 551.85%-533.1pp |
| Employer contribution / active EE | $2,092 | $5,315-60.6% | $4,675-55.3% | $4,662-55.1% |
| Participant deferral / active EE | $15,526 | $6,467+140.1% | $5,630+175.7% | $6,690+132.1% |
| Admin fee / account holder | $7,544 | $19,293-60.9% | $15,900-52.6% | $13,392-43.7% |