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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 | $110,337+13.5% | $102,383+22.4% | $145,877-14.1% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 11.53% | 24.83%-13.3pp | 24.94%-13.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $955 | $4,216-77.4% | $3,870-75.3% | $4,663-79.5% |
| Participant deferral / active EE | $2,302 | $5,621-59.0% | $5,060-54.5% | $6,691-65.6% |
| Admin fee / account holder | $457 | $9,750-95.3% | $8,391-94.6% | $13,402-96.6% |