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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 | $129,855 | $91,559+41.8% | $133,978-3.1% | $79,856+62.6% |
| Participation rate | 56.3% | 73.3%-17.1pp | 79.8%-23.6pp | 69.6%-13.4pp |
| Annual return | 15.62% | 61.85%-46.2pp | 45.10%-29.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,184 | $2,384-50.3% | $3,919-69.8% | $2,471-52.1% |
| Participant deferral / active EE | $4,677 | $3,734+25.3% | $5,047-7.3% | $3,741+25.0% |
| Admin fee / account holder | $1,778 | $6,321-71.9% | $8,930-80.1% | $5,306-66.5% |