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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 | $156,156 | $159,934-2.4% | $147,005+6.2% | $145,959+7.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.82% | 98.24%-81.4pp | 418.76%-401.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,226 | $5,287-76.8% | $4,934-75.2% | $4,661-73.7% |
| Participant deferral / active EE | $12,460 | $8,427+47.9% | $8,070+54.4% | $6,689+86.3% |
| Admin fee / account holder | $6,768 | $15,053-55.0% | $13,006-48.0% | $13,398-49.5% |