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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 | $152,144 | $124,336+22.4% | $111,303+36.7% | $167,518-9.2% |
| Participation rate | 54.5% | 79.6%-25.1pp | 77.3%-22.8pp | 82.1%-27.6pp |
| Annual return | 12.91% | 37.45%-24.5pp | 54.66%-41.8pp | 478.71%-465.8pp |
| Employer contribution / active EE | $2,004 | $3,436-41.7% | $2,731-26.6% | $4,838-58.6% |
| Participant deferral / active EE | $7,543 | $5,181+45.6% | $4,487+68.1% | $6,342+18.9% |
| Admin fee / account holder | $584 | $10,623-94.5% | $7,966-92.7% | $12,312-95.3% |