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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 | $167,049 | $149,040+12.1% | $120,225+38.9% | $137,256+21.7% |
| Participation rate | 62.5% | 75.4%-12.9pp | 69.6%-7.1pp | 80.0%-17.5pp |
| Annual return | 15.98% | 605.68%-589.7pp | 439.23%-423.2pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,965 | $4,350-31.8% | $3,475-14.7% | $4,156-28.7% |
| Participant deferral / active EE | $4,859 | $4,655+4.4% | $3,999+21.5% | $6,407-24.2% |
| Admin fee / account holder | $2,824 | $6,348-55.5% | $5,696-50.4% | $12,270-77.0% |