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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 | $114,119+46.3% | $107,187+55.7% | $138,895+20.2% |
| Participation rate | 52.4% | 78.1%-25.7pp | 75.0%-22.6pp | 79.9%-27.5pp |
| Annual return | 15.32% | 273.21%-257.9pp | 204.55%-189.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,444 | $4,059-64.4% | $3,782-61.8% | $4,194-65.6% |
| Participant deferral / active EE | $5,156 | $5,538-6.9% | $5,096+1.2% | $6,396-19.4% |
| Admin fee / account holder | $391 | $10,024-96.1% | $9,162-95.7% | $12,562-96.9% |