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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 | $114,535 | $112,915+1.4% | $90,965+25.9% | $158,950-27.9% |
| Participation rate | 11.1% | 74.7%-63.6pp | 69.0%-57.9pp | 82.0%-70.9pp |
| Annual return | 13.61% | 215.75%-202.1pp | 134.57%-121.0pp | 302.91%-289.3pp |
| Employer contribution / active EE | $539 | $2,894-81.4% | $2,122-74.6% | $4,762-88.7% |
| Participant deferral / active EE | $2,133 | $4,128-48.3% | $3,373-36.8% | $5,983-64.3% |
| Admin fee / account holder | $1,034 | $8,044-87.2% | $5,960-82.7% | $11,248-90.8% |