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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 | $183,804 | $232,540-21.0% | $185,117-0.7% | $147,586+24.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 15.27% | 43.03%-27.8pp | 40.50%-25.2pp | 578.59%-563.3pp |
| Employer contribution / active EE | $3,666 | $5,195-29.4% | $4,182-12.3% | $4,876-24.8% |
| Participant deferral / active EE | $7,577 | $5,834+29.9% | $5,045+50.2% | $5,439+39.3% |
| Admin fee / account holder | $4,479 | $10,275-56.4% | $8,159-45.1% | $10,886-58.9% |