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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 | $170,951 | $183,627-6.9% | $155,602+9.9% | $145,978+17.1% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 9.92% | 61.32%-51.4pp | 64.81%-54.9pp | 550.52%-540.6pp |
| Employer contribution / active EE | $1,411 | $5,316-73.5% | $4,675-69.8% | $4,662-69.7% |
| Participant deferral / active EE | $10,167 | $6,466+57.2% | $5,629+80.6% | $6,690+52.0% |
| Admin fee / account holder | $17,137 | $19,327-11.3% | $15,923+7.6% | $13,400+27.9% |