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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 | $147,511 | $183,516-19.6% | $155,534-5.2% | $145,884+1.1% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | 8.92% | 61.43%-52.5pp | 64.92%-56.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $2,048 | $5,315-61.5% | $4,675-56.2% | $4,662-56.1% |
| Participant deferral / active EE | $5,907 | $6,467-8.7% | $5,630+4.9% | $6,690-11.7% |
| Admin fee / account holder | $6,144 | $19,293-68.2% | $15,900-61.4% | $13,392-54.1% |