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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 | $184,456 | $175,231+5.3% | $149,696+23.2% | $139,466+32.3% |
| Participation rate | 58.8% | 83.4%-24.6pp | 78.8%-20.0pp | 80.3%-21.5pp |
| Annual return | 17.12% | 166.77%-149.6pp | 134.46%-117.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $3,674 | $5,478-32.9% | $4,821-23.8% | $4,754-22.7% |
| Participant deferral / active EE | $10,923 | $6,521+67.5% | $5,682+92.2% | $6,712+62.7% |
| Admin fee / account holder | $9,364 | $16,155-42.0% | $13,212-29.1% | $11,409-17.9% |