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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 | $153,370 | $160,040-4.2% | $147,096+4.3% | $145,877+5.1% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 35.94% | 98.49%-62.6pp | 419.75%-383.8pp | 551.28%-515.3pp |
| Employer contribution / active EE | $2,400 | $5,289-54.6% | $4,936-51.4% | $4,663-48.5% |
| Participant deferral / active EE | $5,750 | $8,429-31.8% | $8,071-28.8% | $6,691-14.1% |
| Admin fee / account holder | $1,645 | $15,050-89.1% | $13,005-87.4% | $13,402-87.7% |