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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 | $114,106 | $111,814+2.0% | $103,378+10.4% | $145,978-21.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 19.54% | 24.80%-5.3pp | 24.91%-5.4pp | 550.52%-531.0pp |
| Employer contribution / active EE | $1,179 | $4,215-72.0% | $3,870-69.5% | $4,662-74.7% |
| Participant deferral / active EE | $3,585 | $5,618-36.2% | $5,058-29.1% | $6,690-46.4% |
| Admin fee / account holder | $3,478 | $9,764-64.4% | $8,401-58.6% | $13,400-74.0% |