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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 | $140,568 | $174,379-19.4% | $152,093-7.6% | $138,895+1.2% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 13.40% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,270 | $4,652-72.7% | $4,175-69.6% | $4,194-69.7% |
| Participant deferral / active EE | $5,750 | $6,159-6.6% | $5,451+5.5% | $6,396-10.1% |
| Admin fee / account holder | $1,599 | $16,880-90.5% | $14,497-89.0% | $12,562-87.3% |