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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 | $163,126 | $183,516-11.1% | $155,534+4.9% | $145,884+11.8% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 23.03% | 61.43%-38.4pp | 64.92%-41.9pp | 551.85%-528.8pp |
| Employer contribution / active EE | $2,039 | $5,315-61.6% | $4,675-56.4% | $4,662-56.3% |
| Participant deferral / active EE | $5,597 | $6,467-13.5% | $5,630-0.6% | $6,690-16.3% |
| Admin fee / account holder | $1,775 | $19,293-90.8% | $15,900-88.8% | $13,392-86.7% |