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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 | $130,611 | $103,393+26.3% | $87,103+50.0% | $152,909-14.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 25.12% | 28.10%-3.0pp | 28.19%-3.1pp | 345.46%-320.3pp |
| Employer contribution / active EE | $2,049 | $3,221-36.4% | $2,521-18.7% | $4,764-57.0% |
| Participant deferral / active EE | $4,808 | $4,778+0.6% | $4,049+18.8% | $5,851-17.8% |
| Admin fee / account holder | $4,631 | $12,195-62.0% | $7,491-38.2% | $11,601-60.1% |