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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 | $131,892 | $106,280+24.1% | $96,538+36.6% | $139,487-5.4% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 24.54% | 38.48%-13.9pp | 35.74%-11.2pp | 373.84%-349.3pp |
| Employer contribution / active EE | $2,381 | $4,107-42.0% | $3,740-36.3% | $4,755-49.9% |
| Participant deferral / active EE | $8,280 | $5,457+51.7% | $4,880+69.7% | $6,713+23.4% |
| Admin fee / account holder | $1,475 | $7,888-81.3% | $6,737-78.1% | $11,407-87.1% |