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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 | $153,724 | $148,629+3.4% | $135,982+13.0% | $139,487+10.2% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 13.94% | 79.33%-65.4pp | 68.32%-54.4pp | 373.84%-359.9pp |
| Employer contribution / active EE | $2,399 | $5,247-54.3% | $4,859-50.6% | $4,755-49.6% |
| Participant deferral / active EE | $5,319 | $8,102-34.4% | $7,760-31.5% | $6,713-20.8% |
| Admin fee / account holder | $4,630 | $12,406-62.7% | $10,767-57.0% | $11,407-59.4% |