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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 | $129,920 | $118,496+9.6% | $98,461+32.0% | $139,466-6.8% |
| Participation rate | 63.6% | 77.5%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | 17.77% | 18.96%-1.2pp | 21.17%-3.4pp | 373.66%-355.9pp |
| Employer contribution / active EE | $2,051 | $3,611-43.2% | $3,049-32.7% | $4,754-56.9% |
| Participant deferral / active EE | $12,859 | $5,393+138.4% | $4,738+171.4% | $6,712+91.6% |
| Admin fee / account holder | $1,070 | $14,056-92.4% | $8,961-88.1% | $11,409-90.6% |