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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 | $114,773 | $110,337+4.0% | $102,383+12.1% | $145,877-21.3% |
| Participation rate | 52.6% | 77.9%-25.3pp | 74.5%-21.9pp | 80.3%-27.7pp |
| Annual return | 13.08% | 24.83%-11.8pp | 24.94%-11.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,019 | $4,216-52.1% | $3,870-47.8% | $4,663-56.7% |
| Participant deferral / active EE | $5,019 | $5,621-10.7% | $5,060-0.8% | $6,691-25.0% |
| Admin fee / account holder | $1,118 | $9,750-88.5% | $8,391-86.7% | $13,402-91.7% |