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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 | $110,410+13.5% | $102,437+22.3% | $145,897-14.1% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.4pp | 80.3%-33.2pp |
| Annual return | 11.53% | 24.85%-13.3pp | 24.95%-13.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $955 | $4,217-77.4% | $3,871-75.3% | $4,663-79.5% |
| Participant deferral / active EE | $2,302 | $5,622-59.1% | $5,060-54.5% | $6,689-65.6% |
| Admin fee / account holder | $457 | $9,745-95.3% | $8,388-94.6% | $13,390-96.6% |