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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 | $173,485 | $159,978+8.4% | $147,041+18.0% | $145,978+18.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.40% | 98.36%-86.0pp | 419.21%-406.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $4,313 | $5,288-18.4% | $4,935-12.6% | $4,662-7.5% |
| Participant deferral / active EE | $11,276 | $8,429+33.8% | $8,071+39.7% | $6,690+68.6% |
| Admin fee / account holder | $1,660 | $15,053-89.0% | $13,006-87.2% | $13,400-87.6% |