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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 | $130,298 | $103,392+26.0% | $87,104+49.6% | $152,897-14.8% |
| Participation rate | 63.6% | 79.4%-15.7pp | 76.9%-13.2pp | 82.5%-18.8pp |
| Annual return | 14.06% | 28.10%-14.0pp | 28.19%-14.1pp | 345.43%-331.4pp |
| Employer contribution / active EE | $1,012 | $3,221-68.6% | $2,521-59.8% | $4,764-78.7% |
| Participant deferral / active EE | $2,956 | $4,778-38.1% | $4,048-27.0% | $5,851-49.5% |
| Admin fee / account holder | $414 | $12,194-96.6% | $7,491-94.5% | $11,599-96.4% |