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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 | $151,927 | $129,737+17.1% | $119,126+27.5% | $154,746-1.8% |
| Participation rate | 65.0% | 78.9%-13.9pp | 75.8%-10.8pp | 80.7%-15.7pp |
| Annual return | 12.08% | 379.08%-367.0pp | 282.11%-270.0pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,422 | $4,375-44.6% | $4,034-40.0% | $4,379-44.7% |
| Participant deferral / active EE | $6,277 | $5,842+7.5% | $5,318+18.0% | $6,730-6.7% |
| Admin fee / account holder | $18,645 | $11,961+55.9% | $10,693+74.4% | $14,365+29.8% |