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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 | $131,072 | $125,190+4.7% | $105,624+24.1% | $145,897-10.2% |
| Participation rate | 52.4% | 77.6%-25.3pp | 75.3%-22.9pp | 80.3%-27.9pp |
| Annual return | 11.85% | 225.22%-213.4pp | 116.20%-104.4pp | 552.29%-540.4pp |
| Employer contribution / active EE | $3,189 | $3,720-14.3% | $3,168+0.7% | $4,663-31.6% |
| Participant deferral / active EE | $6,641 | $5,716+16.2% | $5,013+32.5% | $6,689-0.7% |
| Admin fee / account holder | $17,547 | $17,138+2.4% | $10,961+60.1% | $13,390+31.0% |