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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 | $183,592-3.0% | $155,567+14.5% | $145,959+22.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.62% | 61.24%-45.6pp | 64.74%-49.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $4,008 | $5,315-24.6% | $4,674-14.3% | $4,661-14.0% |
| Participant deferral / active EE | $7,380 | $6,464+14.2% | $5,628+31.1% | $6,689+10.3% |
| Admin fee / account holder | $34,995 | $19,318+81.1% | $15,916+119.9% | $13,398+161.2% |