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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 | $183,277 | $217,432-15.7% | $185,849-1.4% | $167,536+9.4% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 14.46% | 148.42%-134.0pp | 122.10%-107.6pp | 478.82%-464.4pp |
| Employer contribution / active EE | $1,997 | $5,875-66.0% | $5,169-61.4% | $4,839-58.7% |
| Participant deferral / active EE | $4,682 | $6,357-26.4% | $5,569-15.9% | $6,342-26.2% |
| Admin fee / account holder | $1,008 | $19,818-94.9% | $16,244-93.8% | $12,315-91.8% |