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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 | $108,017 | $78,672+37.3% | $109,163-1.0% | $85,856+25.8% |
| Participation rate | 54.2% | 68.3%-14.1pp | 75.9%-21.7pp | 69.3%-15.2pp |
| Annual return | 28.20% | 25.09%+3.1pp | 25.75%+2.4pp | 318.58%-290.4pp |
| Employer contribution / active EE | $1,765 | $2,734-35.4% | $3,723-52.6% | $2,565-31.2% |
| Participant deferral / active EE | $4,199 | $3,467+21.1% | $4,654-9.8% | $3,952+6.2% |
| Admin fee / account holder | $1,250 | $5,470-77.2% | $6,754-81.5% | $6,261-80.0% |