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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 | $183,516-8.2% | $155,534+8.3% | $145,884+15.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 10.01% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,848 | $5,315-65.2% | $4,675-60.5% | $4,662-60.4% |
| Participant deferral / active EE | $4,532 | $6,467-29.9% | $5,630-19.5% | $6,690-32.2% |
| Admin fee / account holder | $1,641 | $19,293-91.5% | $15,900-89.7% | $13,392-87.7% |