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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 | $178,117 | $183,539-3.0% | $155,556+14.5% | $145,897+22.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 15.62% | 61.31%-45.7pp | 64.84%-49.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $4,008 | $5,315-24.6% | $4,675-14.3% | $4,663-14.0% |
| Participant deferral / active EE | $7,380 | $6,467+14.1% | $5,631+31.1% | $6,689+10.3% |
| Admin fee / account holder | $34,995 | $19,275+81.6% | $15,885+120.3% | $13,390+161.3% |