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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 | $153,378 | $103,387+48.4% | $87,102+76.1% | $152,885+0.3% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 27.97% | 28.10%-0.1pp | 28.19%-0.2pp | 345.39%-317.4pp |
| Employer contribution / active EE | $1,736 | $3,221-46.1% | $2,521-31.1% | $4,763-63.6% |
| Participant deferral / active EE | $4,966 | $4,778+3.9% | $4,048+22.7% | $5,851-15.1% |
| Admin fee / account holder | $323 | $12,193-97.4% | $7,491-95.7% | $11,598-97.2% |