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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 | $101,783 | $115,225-11.7% | $100,712+1.1% | $138,895-26.7% |
| Participation rate | 57.1% | 74.3%-17.2pp | 69.3%-12.1pp | 79.9%-22.8pp |
| Annual return | 12.69% | 40.35%-27.7pp | 33.27%-20.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,001 | $2,771-63.9% | $2,313-56.7% | $4,194-76.1% |
| Participant deferral / active EE | $1,252 | $4,699-73.4% | $4,085-69.3% | $6,396-80.4% |
| Admin fee / account holder | $4,222 | $10,844-61.1% | $9,256-54.4% | $12,562-66.4% |