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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 | $167,920 | $211,224-20.5% | $178,505-5.9% | $145,897+15.1% |
| Participation rate | 42.9% | 80.8%-38.0pp | 77.1%-34.3pp | 80.3%-37.4pp |
| Annual return | 9.55% | 30.28%-20.7pp | 27.16%-17.6pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,462 | $4,577-68.1% | $3,955-63.0% | $4,663-68.6% |
| Participant deferral / active EE | $3,308 | $6,966-52.5% | $6,280-47.3% | $6,689-50.6% |
| Admin fee / account holder | $1,591 | $12,109-86.9% | $10,428-84.7% | $13,390-88.1% |