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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 | $180,927 | $183,592-1.5% | $155,567+16.3% | $145,959+24.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 19.89% | 61.24%-41.3pp | 64.74%-44.8pp | 561.95%-542.1pp |
| Employer contribution / active EE | $2,200 | $5,315-58.6% | $4,674-52.9% | $4,661-52.8% |
| Participant deferral / active EE | $11,500 | $6,464+77.9% | $5,628+104.3% | $6,689+71.9% |
| Admin fee / account holder | $2,602 | $19,318-86.5% | $15,916-83.7% | $13,398-80.6% |