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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 | $161,238 | $81,208+98.5% | $98,920+63.0% | $79,856+101.9% |
| Participation rate | 53.8% | 72.5%-18.7pp | 76.0%-22.3pp | 69.6%-15.9pp |
| Annual return | 13.08% | 60.99%-47.9pp | 196.47%-183.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,955 | $1,960-0.3% | $2,689-27.3% | $2,471-20.9% |
| Participant deferral / active EE | $3,543 | $3,265+8.5% | $4,245-16.5% | $3,741-5.3% |
| Admin fee / account holder | $5,576 | $6,013-7.3% | $6,643-16.1% | $5,306+5.1% |