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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 | $132,527 | $111,814+18.5% | $103,374+28.2% | $145,959-9.2% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 15.86% | 24.77%-8.9pp | 24.89%-9.0pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,361 | $4,214-67.7% | $3,869-64.8% | $4,661-70.8% |
| Participant deferral / active EE | $3,091 | $5,618-45.0% | $5,058-38.9% | $6,689-53.8% |
| Admin fee / account holder | $55,002 | $9,754+463.9% | $8,394+555.2% | $13,398+310.5% |