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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 | $147,849 | $157,296-6.0% | $141,191+4.7% | $152,897-3.3% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 22.11% | 64.34%-42.2pp | 71.41%-49.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $2,117 | $5,262-59.8% | $4,736-55.3% | $4,764-55.6% |
| Participant deferral / active EE | $5,056 | $7,111-28.9% | $6,710-24.7% | $5,851-13.6% |
| Admin fee / account holder | $7,870 | $12,125-35.1% | $10,264-23.3% | $11,599-32.1% |