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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 | $178,827 | $176,105+1.5% | $159,474+12.1% | $167,536+6.7% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 15.75% | 331.91%-316.2pp | 263.68%-247.9pp | 478.82%-463.1pp |
| Employer contribution / active EE | $7,818 | $5,299+47.5% | $4,831+61.8% | $4,839+61.6% |
| Participant deferral / active EE | $5,144 | $7,751-33.6% | $7,353-30.0% | $6,342-18.9% |
| Admin fee / account holder | $164,612 | $12,559+1210.7% | $10,802+1423.8% | $12,315+1236.7% |