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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 | $211,239-20.5% | $178,528-5.9% | $145,877+15.1% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 9.55% | 30.22%-20.7pp | 27.11%-17.6pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,462 | $4,570-68.0% | $3,950-63.0% | $4,663-68.6% |
| Participant deferral / active EE | $3,308 | $6,963-52.5% | $6,278-47.3% | $6,691-50.6% |
| Admin fee / account holder | $1,591 | $12,095-86.8% | $10,419-84.7% | $13,402-88.1% |