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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 | $129,879 | $93,598+38.8% | $135,974-4.5% | $75,173+72.8% |
| Participation rate | 55.9% | 75.2%-19.3pp | 81.9%-26.0pp | 67.2%-11.3pp |
| Annual return | 16.38% | 30.89%-14.5pp | 68.30%-51.9pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,726 | $3,538-51.2% | $4,859-64.5% | $2,671-35.4% |
| Participant deferral / active EE | $4,387 | $6,405-31.5% | $7,760-43.5% | $4,126+6.3% |
| Admin fee / account holder | $8,096 | $6,978+16.0% | $10,767-24.8% | $5,651+43.3% |