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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 | $158,256 | $124,346+27.3% | $111,308+42.2% | $167,536-5.5% |
| Participation rate | 58.3% | 79.6%-21.3pp | 77.3%-19.0pp | 82.1%-23.8pp |
| Annual return | 12.13% | 37.45%-25.3pp | 54.67%-42.5pp | 478.82%-466.7pp |
| Employer contribution / active EE | $1,703 | $3,437-50.5% | $2,732-37.7% | $4,839-64.8% |
| Participant deferral / active EE | $4,588 | $5,182-11.5% | $4,487+2.2% | $6,342-27.7% |
| Admin fee / account holder | $10,480 | $10,621-1.3% | $7,965+31.6% | $12,315-14.9% |