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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 | $164,641 | $176,120-6.5% | $159,487+3.2% | $167,553-1.7% |
| Participation rate | 69.2% | 85.0%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 14.45% | 331.95%-317.5pp | 263.71%-249.3pp | 478.89%-464.4pp |
| Employer contribution / active EE | $1,774 | $5,299-66.5% | $4,831-63.3% | $4,840-63.3% |
| Participant deferral / active EE | $5,843 | $7,752-24.6% | $7,354-20.5% | $6,343-7.9% |
| Admin fee / account holder | $4,849 | $12,561-61.4% | $10,804-55.1% | $12,316-60.6% |