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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 | $183,592-13.1% | $155,574+2.6% | $145,877+9.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 40.00% | 61.37%-21.4pp | 64.87%-24.9pp | 551.28%-511.3pp |
| Employer contribution / active EE | $2,516 | $5,317-52.7% | $4,676-46.2% | $4,663-46.0% |
| Participant deferral / active EE | $7,021 | $6,466+8.6% | $5,629+24.7% | $6,691+4.9% |
| Admin fee / account holder | $42,447 | $19,316+119.8% | $15,914+166.7% | $13,402+216.7% |