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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 | $171,105 | $176,105-2.8% | $159,474+7.3% | $167,536+2.1% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 17.71% | 331.91%-314.2pp | 263.68%-246.0pp | 478.82%-461.1pp |
| Employer contribution / active EE | $4,053 | $5,299-23.5% | $4,831-16.1% | $4,839-16.2% |
| Participant deferral / active EE | $14,461 | $7,751+86.6% | $7,353+96.7% | $6,342+128.0% |
| Admin fee / account holder | $18,738 | $12,559+49.2% | $10,802+73.5% | $12,315+52.2% |