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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 | $166,902 | $111,535+49.6% | $105,223+58.6% | $137,256+21.6% |
| Participation rate | 52.4% | 78.1%-25.7pp | 75.0%-22.7pp | 80.0%-27.6pp |
| Annual return | 15.32% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,444 | $3,939-63.4% | $3,689-60.9% | $4,156-65.3% |
| Participant deferral / active EE | $5,156 | $5,500-6.3% | $5,072+1.7% | $6,407-19.5% |
| Admin fee / account holder | $391 | $9,721-96.0% | $8,859-95.6% | $12,270-96.8% |