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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 | $156,611 | $154,159+1.6% | $130,026+20.4% | $139,456+12.3% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 27.03% | 32.50%-5.5pp | -137.26%+164.3pp | 373.45%-346.4pp |
| Employer contribution / active EE | $1,215 | $5,292-77.0% | $4,321-71.9% | $4,753-74.4% |
| Participant deferral / active EE | $2,306 | $6,710-65.6% | $5,821-60.4% | $6,711-65.6% |
| Admin fee / account holder | $1,538 | $14,001-89.0% | $10,608-85.5% | $11,407-86.5% |