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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 | $166,020-8.7% | $164,866-8.1% | $145,959+3.8% |
| Participation rate | 30.8% | 82.0%-51.2pp | 78.6%-47.8pp | 80.3%-49.5pp |
| Annual return | 18.96% | 100.08%-81.1pp | 69.97%-51.0pp | 561.95%-543.0pp |
| Employer contribution / active EE | $1,468 | $5,275-72.2% | $4,343-66.2% | $4,661-68.5% |
| Participant deferral / active EE | $4,103 | $6,961-41.1% | $6,033-32.0% | $6,689-38.7% |
| Admin fee / account holder | $11,555 | $16,644-30.6% | $12,689-8.9% | $13,398-13.8% |