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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 | $147,537 | $110,337+33.7% | $102,383+44.1% | $145,877+1.1% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 10.92% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,512 | $4,216-64.1% | $3,870-60.9% | $4,663-67.6% |
| Participant deferral / active EE | $5,113 | $5,621-9.0% | $5,060+1.1% | $6,691-23.6% |
| Admin fee / account holder | $13,819 | $9,750+41.7% | $8,391+64.7% | $13,402+3.1% |