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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 | $162,529+2.8% | $130,788+27.7% | $154,746+8.0% |
| Participation rate | 62.5% | 75.9%-13.4pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 15.98% | 510.48%-494.5pp | 386.44%-370.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,965 | $4,447-33.3% | $3,558-16.7% | $4,379-32.3% |
| Participant deferral / active EE | $4,859 | $4,808+1.1% | $4,137+17.5% | $6,730-27.8% |
| Admin fee / account holder | $2,824 | $7,669-63.2% | $6,673-57.7% | $14,365-80.3% |