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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 | $157,532 | $175,259-10.1% | $149,723+5.2% | $139,487+12.9% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 18.27% | 166.82%-148.6pp | 134.50%-116.2pp | 373.84%-355.6pp |
| Employer contribution / active EE | $3,712 | $5,478-32.2% | $4,821-23.0% | $4,755-21.9% |
| Participant deferral / active EE | $6,588 | $6,522+1.0% | $5,682+15.9% | $6,713-1.9% |
| Admin fee / account holder | $2,550 | $16,158-84.2% | $13,215-80.7% | $11,407-77.6% |