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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 | $178,816 | $159,978+11.8% | $147,041+21.6% | $145,978+22.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.14% | 98.36%-88.2pp | 419.21%-409.1pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,739 | $5,288-48.2% | $4,935-44.5% | $4,662-41.2% |
| Participant deferral / active EE | $8,439 | $8,429+0.1% | $8,071+4.6% | $6,690+26.1% |
| Admin fee / account holder | $1,271 | $15,053-91.6% | $13,006-90.2% | $13,400-90.5% |