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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 | $127,367 | $127,296+0.1% | $109,907+15.9% | $167,536-24.0% |
| Participation rate | 61.9% | 77.9%-16.0pp | 74.2%-12.3pp | 82.1%-20.2pp |
| Annual return | 15.15% | 22.97%-7.8pp | 29.46%-14.3pp | 478.82%-463.7pp |
| Employer contribution / active EE | $849 | $3,325-74.5% | $2,844-70.1% | $4,839-82.4% |
| Participant deferral / active EE | $4,317 | $4,513-4.3% | $4,047+6.7% | $6,342-31.9% |
| Admin fee / account holder | $22,583 | $7,119+217.2% | $6,069+272.1% | $12,315+83.4% |