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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 | $162,881 | $183,516-11.2% | $155,534+4.7% | $145,884+11.7% |
| Participation rate | 52.6% | 82.7%-30.1pp | 78.2%-25.6pp | 80.3%-27.7pp |
| Annual return | 12.02% | 61.43%-49.4pp | 64.92%-52.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,451 | $5,315-53.9% | $4,675-47.6% | $4,662-47.4% |
| Participant deferral / active EE | $3,760 | $6,467-41.9% | $5,630-33.2% | $6,690-43.8% |
| Admin fee / account holder | $1,336 | $19,293-93.1% | $15,900-91.6% | $13,392-90.0% |