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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 | $135,047 | $93,345+44.7% | $119,126+13.4% | $87,485+54.4% |
| Participation rate | 65.0% | 68.7%-3.7pp | 75.8%-10.8pp | 68.9%-3.9pp |
| Annual return | 15.80% | 19.08%-3.3pp | 282.11%-266.3pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,765 | $3,172-44.4% | $4,034-56.2% | $2,596-32.0% |
| Participant deferral / active EE | $4,261 | $4,099+4.0% | $5,318-19.9% | $4,274-0.3% |
| Admin fee / account holder | $8,209 | $8,039+2.1% | $10,693-23.2% | $7,775+5.6% |