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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 | $134,810 | $168,635-20.1% | $147,617-8.7% | $125,389+7.5% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | 24.52% | 77.65%-53.1pp | 61.98%-37.5pp | 282.24%-257.7pp |
| Employer contribution / active EE | $3,367 | $6,252-46.2% | $5,564-39.5% | $4,866-30.8% |
| Participant deferral / active EE | $5,948 | $5,507+8.0% | $4,895+21.5% | $5,352+11.2% |
| Admin fee / account holder | $3,608 | $13,580-73.4% | $11,612-68.9% | $9,541-62.2% |