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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 | $150,942 | $160,040-5.7% | $147,096+2.6% | $145,877+3.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.08% | 98.49%-86.4pp | 419.75%-407.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $6,876 | $5,289+30.0% | $4,936+39.3% | $4,663+47.4% |
| Participant deferral / active EE | $31,810 | $8,429+277.4% | $8,071+294.1% | $6,691+375.4% |
| Admin fee / account holder | $1,428 | $15,050-90.5% | $13,005-89.0% | $13,402-89.3% |