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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 | $121,609 | $112,729+7.9% | $98,716+23.2% | $137,256-11.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 13.18% | 38.48%-25.3pp | 31.81%-18.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,538 | $2,725-43.6% | $2,279-32.5% | $4,156-63.0% |
| Participant deferral / active EE | $3,037 | $4,640-34.5% | $4,048-25.0% | $6,407-52.6% |
| Admin fee / account holder | $8,775 | $10,129-13.4% | $8,703+0.8% | $12,270-28.5% |