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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 | $161,208 | $165,381-2.5% | $149,730+7.7% | $158,966+1.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 20.04% | 348.29%-328.3pp | 276.70%-256.7pp | 302.95%-282.9pp |
| Employer contribution / active EE | $3,441 | $5,104-32.6% | $4,645-25.9% | $4,762-27.8% |
| Participant deferral / active EE | $9,477 | $7,182+31.9% | $6,843+38.5% | $5,983+58.4% |
| Admin fee / account holder | $36,132 | $10,809+234.3% | $9,310+288.1% | $11,250+221.2% |