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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 | $125,269 | $111,814+12.0% | $103,374+21.2% | $145,959-14.2% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 11.53% | 24.77%-13.2pp | 24.89%-13.4pp | 561.95%-550.4pp |
| Employer contribution / active EE | $955 | $4,214-77.3% | $3,869-75.3% | $4,661-79.5% |
| Participant deferral / active EE | $2,302 | $5,618-59.0% | $5,058-54.5% | $6,689-65.6% |
| Admin fee / account holder | $457 | $9,754-95.3% | $8,394-94.6% | $13,398-96.6% |