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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 | $124,148 | $112,729+10.1% | $98,716+25.8% | $137,256-9.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 18.80% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,557 | $2,725-42.9% | $2,279-31.7% | $4,156-62.5% |
| Participant deferral / active EE | $3,111 | $4,640-32.9% | $4,048-23.1% | $6,407-51.4% |
| Admin fee / account holder | $4,460 | $10,129-56.0% | $8,703-48.8% | $12,270-63.7% |