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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 | $132,387 | $116,203+13.9% | $93,621+41.4% | $152,897-13.4% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.8%-12.2pp | 82.5%-18.8pp |
| Annual return | 23.09% | 35.96%-12.9pp | 32.76%-9.7pp | 345.43%-322.3pp |
| Employer contribution / active EE | $1,350 | $3,219-58.1% | $2,719-50.4% | $4,764-71.7% |
| Participant deferral / active EE | $4,217 | $4,605-8.4% | $4,070+3.6% | $5,851-27.9% |
| Admin fee / account holder | $1,437 | $10,751-86.6% | $7,890-81.8% | $11,599-87.6% |