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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 | $168,784 | $183,516-8.0% | $155,534+8.5% | $145,884+15.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 11.85% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,047 | $5,315-80.3% | $4,675-77.6% | $4,662-77.5% |
| Participant deferral / active EE | $3,893 | $6,467-39.8% | $5,630-30.9% | $6,690-41.8% |
| Admin fee / account holder | $4,154 | $19,293-78.5% | $15,900-73.9% | $13,392-69.0% |