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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 | $149,591 | $175,231-14.6% | $149,696-0.1% | $139,466+7.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 11.98% | 166.77%-154.8pp | 134.46%-122.5pp | 373.66%-361.7pp |
| Employer contribution / active EE | $1,417 | $5,478-74.1% | $4,821-70.6% | $4,754-70.2% |
| Participant deferral / active EE | $2,353 | $6,521-63.9% | $5,682-58.6% | $6,712-64.9% |
| Admin fee / account holder | $9,646 | $16,155-40.3% | $13,212-27.0% | $11,409-15.4% |