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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 | $160,040-2.4% | $147,096+6.2% | $145,877+7.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.82% | 98.49%-81.7pp | 419.75%-402.9pp | 551.28%-534.5pp |
| Employer contribution / active EE | $1,226 | $5,289-76.8% | $4,936-75.2% | $4,663-73.7% |
| Participant deferral / active EE | $12,460 | $8,429+47.8% | $8,071+54.4% | $6,691+86.2% |
| Admin fee / account holder | $6,768 | $15,050-55.0% | $13,005-48.0% | $13,402-49.5% |