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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 | $151,572 | $166,268-8.8% | $165,100-8.2% | $145,897+3.9% |
| Participation rate | 30.8% | 82.0%-51.3pp | 78.6%-47.9pp | 80.3%-49.5pp |
| Annual return | 18.96% | 100.52%-81.6pp | 70.21%-51.3pp | 552.29%-533.3pp |
| Employer contribution / active EE | $1,468 | $5,284-72.2% | $4,348-66.2% | $4,663-68.5% |
| Participant deferral / active EE | $4,103 | $6,964-41.1% | $6,035-32.0% | $6,689-38.7% |
| Admin fee / account holder | $11,555 | $16,659-30.6% | $12,696-9.0% | $13,390-13.7% |