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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 | $107,723 | $106,267+1.4% | $96,520+11.6% | $139,456-22.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 21.49% | 38.45%-17.0pp | 35.72%-14.2pp | 373.45%-352.0pp |
| Employer contribution / active EE | $803 | $4,105-80.4% | $3,739-78.5% | $4,753-83.1% |
| Participant deferral / active EE | $7,172 | $5,454+31.5% | $4,879+47.0% | $6,711+6.9% |
| Admin fee / account holder | $1,103 | $7,882-86.0% | $6,733-83.6% | $11,407-90.3% |