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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 | $147,547 | $175,231-15.8% | $149,696-1.4% | $139,466+5.8% |
| Participation rate | 69.2% | 83.4%-14.2pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 16.13% | 166.77%-150.6pp | 134.46%-118.3pp | 373.66%-357.5pp |
| Employer contribution / active EE | $3,116 | $5,478-43.1% | $4,821-35.4% | $4,754-34.5% |
| Participant deferral / active EE | $5,885 | $6,521-9.8% | $5,682+3.6% | $6,712-12.3% |
| Admin fee / account holder | $2,198 | $16,155-86.4% | $13,212-83.4% | $11,409-80.7% |