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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 | $169,213 | $209,422-19.2% | $178,503-5.2% | $158,982+6.4% |
| Participation rate | 68.8% | 86.4%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 12.57% | 188.81%-176.2pp | 151.12%-138.5pp | 302.99%-290.4pp |
| Employer contribution / active EE | $1,990 | $5,707-65.1% | $5,011-60.3% | $4,763-58.2% |
| Participant deferral / active EE | $5,616 | $5,955-5.7% | $5,202+8.0% | $5,983-6.1% |
| Admin fee / account holder | $9,620 | $17,079-43.7% | $13,987-31.2% | $11,252-14.5% |