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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 | $155,764 | $149,040+4.5% | $120,225+29.6% | $137,256+13.5% |
| Participation rate | 55.6% | 75.4%-19.9pp | 69.6%-14.0pp | 80.0%-24.4pp |
| Annual return | 16.99% | 605.68%-588.7pp | 439.23%-422.2pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,727 | $4,350-60.3% | $3,475-50.3% | $4,156-58.4% |
| Participant deferral / active EE | $7,680 | $4,655+65.0% | $3,999+92.0% | $6,407+19.9% |
| Admin fee / account holder | $14,209 | $6,348+123.8% | $5,696+149.4% | $12,270+15.8% |