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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 | $112,812 | $106,247+6.2% | $96,515+16.9% | $139,466-19.1% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 14.56% | 38.47%-23.9pp | 35.73%-21.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $964 | $4,106-76.5% | $3,740-74.2% | $4,754-79.7% |
| Participant deferral / active EE | $6,429 | $5,456+17.8% | $4,880+31.7% | $6,712-4.2% |
| Admin fee / account holder | $510 | $7,885-93.5% | $6,735-92.4% | $11,409-95.5% |