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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 | $176,818 | $232,540-24.0% | $185,117-4.5% | $147,586+19.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 10.45% | 43.03%-32.6pp | 40.50%-30.0pp | 578.59%-568.1pp |
| Employer contribution / active EE | $2,604 | $5,195-49.9% | $4,182-37.7% | $4,876-46.6% |
| Participant deferral / active EE | $6,882 | $5,834+18.0% | $5,045+36.4% | $5,439+26.5% |
| Admin fee / account holder | $1,714 | $10,275-83.3% | $8,159-79.0% | $10,886-84.3% |