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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 | $147,607 | $196,972-25.1% | $182,262-19.0% | $198,609-25.7% |
| Participation rate | 57.1% | 85.7%-28.6pp | 84.2%-27.1pp | 82.4%-25.2pp |
| Annual return | 14.30% | 158.27%-144.0pp | 140.60%-126.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $1,509 | $5,364-71.9% | $5,046-70.1% | $5,055-70.2% |
| Participant deferral / active EE | $7,926 | $8,643-8.3% | $8,276-4.2% | $6,977+13.6% |
| Admin fee / account holder | $8,525 | $18,429-53.7% | $16,712-49.0% | $19,030-55.2% |