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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 | $157,097 | $112,131+40.1% | $95,964+63.7% | $158,982-1.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 12.84% | 171.19%-158.3pp | 91.64%-78.8pp | 302.99%-290.1pp |
| Employer contribution / active EE | $1,526 | $3,199-52.3% | $2,541-40.0% | $4,763-68.0% |
| Participant deferral / active EE | $6,512 | $4,784+36.1% | $4,167+56.3% | $5,983+8.8% |
| Admin fee / account holder | $11,435 | $10,136+12.8% | $6,797+68.2% | $11,252+1.6% |