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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 | $138,410 | $117,433+17.9% | $99,475+39.1% | $152,897-9.5% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.5%-22.5pp |
| Annual return | 27.34% | 31.87%-4.5pp | 30.72%-3.4pp | 345.43%-318.1pp |
| Employer contribution / active EE | $878 | $3,013-70.8% | $2,540-65.4% | $4,764-81.6% |
| Participant deferral / active EE | $4,964 | $4,086+21.5% | $3,619+37.2% | $5,851-15.2% |
| Admin fee / account holder | $872 | $7,634-88.6% | $6,252-86.1% | $11,599-92.5% |