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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 | $124,980-2.7% | $108,359+12.2% | $154,746-21.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 13.18% | 45.00%-31.8pp | 36.89%-23.7pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,538 | $2,851-46.0% | $2,399-35.9% | $4,379-64.9% |
| Participant deferral / active EE | $3,037 | $4,743-36.0% | $4,137-26.6% | $6,730-54.9% |
| Admin fee / account holder | $8,775 | $11,502-23.7% | $9,741-9.9% | $14,365-38.9% |