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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 | $211,105-20.5% | $178,449-5.9% | $145,978+15.0% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 9.55% | 30.19%-20.6pp | 27.09%-17.5pp | 550.52%-541.0pp |
| Employer contribution / active EE | $1,462 | $4,569-68.0% | $3,951-63.0% | $4,662-68.6% |
| Participant deferral / active EE | $3,308 | $6,959-52.5% | $6,277-47.3% | $6,690-50.6% |
| Admin fee / account holder | $1,591 | $12,017-86.8% | $10,362-84.6% | $13,400-88.1% |