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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 | $152,510 | $185,905-18.0% | $170,057-10.3% | $139,487+9.3% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 16.09% | 60.56%-44.5pp | 53.42%-37.3pp | 373.84%-357.7pp |
| Employer contribution / active EE | $2,184 | $7,597-71.2% | $6,790-67.8% | $4,755-54.1% |
| Participant deferral / active EE | $3,612 | $11,627-68.9% | $10,411-65.3% | $6,713-46.2% |
| Admin fee / account holder | $17,042 | $15,397+10.7% | $12,826+32.9% | $11,407+49.4% |