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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 | $158,036 | $209,425-24.5% | $178,499-11.5% | $158,966-0.6% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 14.60% | 188.80%-174.2pp | 151.10%-136.5pp | 302.95%-288.3pp |
| Employer contribution / active EE | $2,030 | $5,707-64.4% | $5,011-59.5% | $4,762-57.4% |
| Participant deferral / active EE | $6,242 | $5,955+4.8% | $5,202+20.0% | $5,983+4.3% |
| Admin fee / account holder | $67,230 | $17,078+293.7% | $13,986+380.7% | $11,250+497.6% |