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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 | $167,960 | $106,923+57.1% | $84,023+99.9% | $152,909+9.8% |
| Participation rate | 52.9% | 75.3%-22.3pp | 69.0%-16.1pp | 82.5%-29.5pp |
| Annual return | 19.52% | 105.02%-85.5pp | 71.32%-51.8pp | 345.46%-325.9pp |
| Employer contribution / active EE | $1,110 | $2,735-59.4% | $1,984-44.0% | $4,764-76.7% |
| Participant deferral / active EE | $3,817 | $4,013-4.9% | $3,239+17.8% | $5,851-34.8% |
| Admin fee / account holder | $2,888 | $8,289-65.2% | $6,102-52.7% | $11,601-75.1% |