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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 | $129,416 | $73,978+74.9% | $96,515+34.1% | $75,173+72.2% |
| Participation rate | 43.3% | 66.4%-23.1pp | 74.3%-31.0pp | 67.2%-23.9pp |
| Annual return | 14.81% | 26.72%-11.9pp | 35.73%-20.9pp | 160.72%-145.9pp |
| Employer contribution / active EE | $1,616 | $2,931-44.9% | $3,740-56.8% | $2,671-39.5% |
| Participant deferral / active EE | $3,770 | $3,660+3.0% | $4,880-22.7% | $4,126-8.6% |
| Admin fee / account holder | $6,279 | $5,219+20.3% | $6,735-6.8% | $5,651+11.1% |