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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 | $111,729 | $82,523+35.4% | $115,752-3.5% | $70,124+59.3% |
| Participation rate | 57.4% | 74.0%-16.5pp | 77.8%-20.3pp | 69.5%-12.1pp |
| Annual return | 20.00% | 28.22%-8.2pp | 19.41%+0.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,270 | $2,758-53.9% | $3,492-63.6% | $2,342-45.8% |
| Participant deferral / active EE | $2,439 | $4,062-40.0% | $5,204-53.1% | $3,332-26.8% |
| Admin fee / account holder | $448 | $4,552-90.2% | $6,278-92.9% | $4,645-90.3% |