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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 | $148,154 | $148,582-0.3% | $135,942+9.0% | $139,456+6.2% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.0pp |
| Annual return | 16.56% | 79.26%-62.7pp | 68.28%-51.7pp | 373.45%-356.9pp |
| Employer contribution / active EE | $1,721 | $5,245-67.2% | $4,858-64.6% | $4,753-63.8% |
| Participant deferral / active EE | $4,621 | $8,101-43.0% | $7,759-40.4% | $6,711-31.1% |
| Admin fee / account holder | $1,665 | $12,402-86.6% | $10,764-84.5% | $11,407-85.4% |