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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 | $155,796 | $160,028-2.6% | $147,080+5.9% | $145,884+6.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 12.79% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,690 | $5,286-49.1% | $4,933-45.5% | $4,662-42.3% |
| Participant deferral / active EE | $6,243 | $8,422-25.9% | $8,066-22.6% | $6,690-6.7% |
| Admin fee / account holder | $4,869 | $15,030-67.6% | $12,989-62.5% | $13,392-63.6% |