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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 | $170,155 | $202,342-15.9% | $172,752-1.5% | $152,897+11.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 18.17% | 1029.83%-1011.7pp | 802.97%-784.8pp | 345.43%-327.3pp |
| Employer contribution / active EE | $3,328 | $5,858-43.2% | $5,144-35.3% | $4,764-30.1% |
| Participant deferral / active EE | $6,897 | $5,948+15.9% | $5,198+32.7% | $5,851+17.9% |
| Admin fee / account holder | $2,682 | $17,111-84.3% | $13,955-80.8% | $11,599-76.9% |