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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 | $152,324 | $211,105-27.8% | $178,449-14.6% | $145,978+4.3% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 12.39% | 30.19%-17.8pp | 27.09%-14.7pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,830 | $4,569-38.1% | $3,951-28.4% | $4,662-39.3% |
| Participant deferral / active EE | $6,099 | $6,959-12.4% | $6,277-2.8% | $6,690-8.8% |
| Admin fee / account holder | $4,559 | $12,017-62.1% | $10,362-56.0% | $13,400-66.0% |