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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 | $111,433 | $106,247+4.9% | $96,515+15.5% | $139,466-20.1% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 22.77% | 38.47%-15.7pp | 35.73%-13.0pp | 373.66%-350.9pp |
| Employer contribution / active EE | $1,557 | $4,106-62.1% | $3,740-58.4% | $4,754-67.3% |
| Participant deferral / active EE | $4,248 | $5,456-22.1% | $4,880-12.9% | $6,712-36.7% |
| Admin fee / account holder | $5,982 | $7,885-24.1% | $6,735-11.2% | $11,409-47.6% |