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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 | $125,127 | $123,155+1.6% | $108,753+15.1% | $155,188-19.4% |
| Participation rate | 69.2% | 75.6%-6.4pp | 71.1%-1.9pp | 80.8%-11.6pp |
| Annual return | 14.46% | 44.73%-30.3pp | 37.47%-23.0pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,626 | $2,811-42.1% | $2,427-33.0% | $4,248-61.7% |
| Participant deferral / active EE | $6,126 | $4,623+32.5% | $4,115+48.9% | $6,531-6.2% |
| Admin fee / account holder | $575 | $12,126-95.3% | $10,320-94.4% | $14,480-96.0% |