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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 | $149,639 | $157,304-4.9% | $141,197+6.0% | $152,909-2.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 17.73% | 64.34%-46.6pp | 71.41%-53.7pp | 345.46%-327.7pp |
| Employer contribution / active EE | $2,409 | $5,263-54.2% | $4,736-49.1% | $4,764-49.4% |
| Participant deferral / active EE | $13,188 | $7,111+85.5% | $6,710+96.5% | $5,851+125.4% |
| Admin fee / account holder | $871 | $12,126-92.8% | $10,265-91.5% | $11,601-92.5% |