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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 | $144,817 | $172,111-15.9% | $150,298-3.6% | $137,256+5.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 57.02% | 69.37%-12.4pp | 62.79%-5.8pp | 220.34%-163.3pp |
| Employer contribution / active EE | $1,806 | $4,636-61.0% | $4,154-56.5% | $4,156-56.5% |
| Participant deferral / active EE | $9,465 | $6,166+53.5% | $5,453+73.6% | $6,407+47.7% |
| Admin fee / account holder | $1,157 | $16,471-93.0% | $14,116-91.8% | $12,270-90.6% |