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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 | $148,851 | $157,304-5.4% | $141,197+5.4% | $152,909-2.7% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.5%-65.8pp |
| Annual return | 19.47% | 64.34%-44.9pp | 71.41%-51.9pp | 345.46%-326.0pp |
| Employer contribution / active EE | $1,510 | $5,263-71.3% | $4,736-68.1% | $4,764-68.3% |
| Participant deferral / active EE | $4,852 | $7,111-31.8% | $6,710-27.7% | $5,851-17.1% |
| Admin fee / account holder | $46,931 | $12,126+287.0% | $10,265+357.2% | $11,601+304.6% |