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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 | $151,451 | $106,918+41.7% | $84,021+80.3% | $152,897-0.9% |
| Participation rate | 55.0% | 75.2%-20.2pp | 69.0%-14.0pp | 82.5%-27.5pp |
| Annual return | 23.12% | 105.01%-81.9pp | 71.32%-48.2pp | 345.43%-322.3pp |
| Employer contribution / active EE | $1,393 | $2,735-49.1% | $1,984-29.8% | $4,764-70.7% |
| Participant deferral / active EE | $4,219 | $4,012+5.1% | $3,239+30.2% | $5,851-27.9% |
| Admin fee / account holder | $16,748 | $8,288+102.1% | $6,102+174.5% | $11,599+44.4% |