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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 | $154,754+0.7% | $124,206+25.4% | $138,895+12.1% |
| Participation rate | 55.6% | 75.5%-19.9pp | 69.6%-14.0pp | 79.9%-24.4pp |
| Annual return | 16.99% | 709.28%-692.3pp | 515.27%-498.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,727 | $4,446-61.2% | $3,540-51.2% | $4,194-58.8% |
| Participant deferral / active EE | $7,680 | $4,621+66.2% | $3,968+93.6% | $6,396+20.1% |
| Admin fee / account holder | $14,209 | $6,690+112.4% | $5,929+139.7% | $12,562+13.1% |