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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 | $159,622 | $183,539-13.0% | $155,556+2.6% | $145,897+9.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 40.00% | 61.31%-21.3pp | 64.84%-24.8pp | 552.29%-512.3pp |
| Employer contribution / active EE | $2,516 | $5,315-52.7% | $4,675-46.2% | $4,663-46.0% |
| Participant deferral / active EE | $7,021 | $6,467+8.6% | $5,631+24.7% | $6,689+5.0% |
| Admin fee / account holder | $42,447 | $19,275+120.2% | $15,885+167.2% | $13,390+217.0% |