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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 | $158,789 | $183,516-13.5% | $155,534+2.1% | $145,884+8.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.41% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,757 | $5,315-66.9% | $4,675-62.4% | $4,662-62.3% |
| Participant deferral / active EE | $4,515 | $6,467-30.2% | $5,630-19.8% | $6,690-32.5% |
| Admin fee / account holder | $3,224 | $19,293-83.3% | $15,900-79.7% | $13,392-75.9% |