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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 | $138,563 | $162,785-14.9% | $133,959+3.4% | $158,950-12.8% |
| Participation rate | 69.2% | 83.2%-14.0pp | 79.8%-10.6pp | 82.0%-12.7pp |
| Annual return | 22.33% | 41.94%-19.6pp | 45.09%-22.8pp | 302.91%-280.6pp |
| Employer contribution / active EE | $2,600 | $4,975-47.7% | $3,919-33.6% | $4,762-45.4% |
| Participant deferral / active EE | $3,352 | $5,910-43.3% | $5,047-33.6% | $5,983-44.0% |
| Admin fee / account holder | $2,379 | $11,738-79.7% | $8,928-73.4% | $11,248-78.9% |