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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 | $145,288 | $183,592-20.9% | $155,574-6.6% | $145,877-0.4% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 10.19% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,636 | $5,317-69.2% | $4,676-65.0% | $4,663-64.9% |
| Participant deferral / active EE | $5,848 | $6,466-9.6% | $5,629+3.9% | $6,691-12.6% |
| Admin fee / account holder | $2,088 | $19,316-89.2% | $15,914-86.9% | $13,402-84.4% |