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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 | $125,875 | $135,956-7.4% | $123,894+1.6% | $273,972-54.1% |
| Participation rate | 34.8% | 84.1%-49.3pp | 81.4%-46.6pp | 83.0%-48.2pp |
| Annual return | 9.02% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $2,551 | $5,170-50.7% | $4,617-44.8% | $4,869-47.6% |
| Participant deferral / active EE | $6,005 | $6,343-5.3% | $5,984+0.3% | $5,287+13.6% |
| Admin fee / account holder | $10,368 | $9,817+5.6% | $8,357+24.1% | $10,133+2.3% |