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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 | $143,128 | $135,956+5.3% | $123,894+15.5% | $273,972-47.8% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 4.92% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,219 | $5,170-57.1% | $4,617-51.9% | $4,869-54.4% |
| Participant deferral / active EE | $3,900 | $6,343-38.5% | $5,984-34.8% | $5,287-26.2% |
| Admin fee / account holder | $3,176 | $9,817-67.6% | $8,357-62.0% | $10,133-68.7% |