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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 | $165,501 | $176,120-6.0% | $159,487+3.8% | $167,553-1.2% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.16% | 331.95%-320.8pp | 263.71%-252.5pp | 478.89%-467.7pp |
| Employer contribution / active EE | $1,929 | $5,299-63.6% | $4,831-60.1% | $4,840-60.2% |
| Participant deferral / active EE | $3,534 | $7,752-54.4% | $7,354-51.9% | $6,343-44.3% |
| Admin fee / account holder | $931 | $12,561-92.6% | $10,804-91.4% | $12,316-92.4% |