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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 | $156,581 | $176,794-11.4% | $146,647+6.8% | $167,553-6.5% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 12.85% | 24.04%-11.2pp | 22.75%-9.9pp | 478.89%-466.0pp |
| Employer contribution / active EE | $1,621 | $5,161-68.6% | $4,137-60.8% | $4,840-66.5% |
| Participant deferral / active EE | $2,660 | $6,440-58.7% | $5,506-51.7% | $6,343-58.1% |
| Admin fee / account holder | $691 | $13,262-94.8% | $10,281-93.3% | $12,316-94.4% |