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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 | $145,664 | $154,193-5.5% | $130,045+12.0% | $139,466+4.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 13.52% | 32.51%-19.0pp | -137.30%+150.8pp | 373.66%-360.1pp |
| Employer contribution / active EE | $3,769 | $5,292-28.8% | $4,321-12.8% | $4,754-20.7% |
| Participant deferral / active EE | $7,069 | $6,709+5.4% | $5,820+21.5% | $6,712+5.3% |
| Admin fee / account holder | $1,184 | $13,989-91.5% | $10,600-88.8% | $11,409-89.6% |