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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 | $163,824 | $157,296+4.1% | $141,191+16.0% | $152,897+7.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 19.05% | 64.34%-45.3pp | 71.41%-52.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $1,669 | $5,262-68.3% | $4,736-64.8% | $4,764-65.0% |
| Participant deferral / active EE | $3,772 | $7,111-46.9% | $6,710-43.8% | $5,851-35.5% |
| Admin fee / account holder | $14,394 | $12,125+18.7% | $10,264+40.2% | $11,599+24.1% |