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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 | $161,973 | $157,304+3.0% | $141,197+14.7% | $152,909+5.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 18.79% | 64.34%-45.6pp | 71.41%-52.6pp | 345.46%-326.7pp |
| Employer contribution / active EE | $6,552 | $5,263+24.5% | $4,736+38.3% | $4,764+37.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,969 | $12,126-50.8% | $10,265-41.8% | $11,601-48.5% |