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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 | $131,705 | $103,392+27.4% | $87,104+51.2% | $152,897-13.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 16.24% | 28.10%-11.9pp | 28.19%-12.0pp | 345.43%-329.2pp |
| Employer contribution / active EE | $1,062 | $3,221-67.0% | $2,521-57.9% | $4,764-77.7% |
| Participant deferral / active EE | $3,490 | $4,778-27.0% | $4,048-13.8% | $5,851-40.4% |
| Admin fee / account holder | $4,974 | $12,194-59.2% | $7,491-33.6% | $11,599-57.1% |