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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 | $156,058 | $183,627-15.0% | $155,602+0.3% | $145,978+6.9% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.5pp |
| Annual return | 12.52% | 61.32%-48.8pp | 64.81%-52.3pp | 550.52%-538.0pp |
| Employer contribution / active EE | $2,833 | $5,316-46.7% | $4,675-39.4% | $4,662-39.2% |
| Participant deferral / active EE | $3,640 | $6,466-43.7% | $5,629-35.3% | $6,690-45.6% |
| Admin fee / account holder | $28,310 | $19,327+46.5% | $15,923+77.8% | $13,400+111.3% |