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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 | $168,452 | $183,539-8.2% | $155,556+8.3% | $145,897+15.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 10.01% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,848 | $5,315-65.2% | $4,675-60.5% | $4,663-60.4% |
| Participant deferral / active EE | $4,532 | $6,467-29.9% | $5,631-19.5% | $6,689-32.2% |
| Admin fee / account holder | $1,641 | $19,275-91.5% | $15,885-89.7% | $13,390-87.7% |