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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 | $171,492-11.4% | $150,734+0.8% | $198,609-23.5% |
| Participation rate | 65.0% | 81.4%-16.4pp | 78.4%-13.4pp | 82.4%-17.4pp |
| Annual return | 12.08% | 804.70%-792.6pp | 600.81%-588.7pp | 202.70%-190.6pp |
| Employer contribution / active EE | $2,422 | $5,470-55.7% | $4,918-50.8% | $5,055-52.1% |
| Participant deferral / active EE | $6,277 | $6,259+0.3% | $5,610+11.9% | $6,977-10.0% |
| Admin fee / account holder | $18,645 | $17,628+5.8% | $14,905+25.1% | $19,030-2.0% |