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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 | $122,267 | $97,125+25.9% | $86,233+41.8% | $137,256-10.9% |
| Participation rate | 46.2% | 74.2%-28.0pp | 69.0%-22.9pp | 80.0%-33.8pp |
| Annual return | 21.47% | 74.19%-52.7pp | 61.39%-39.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,306 | $2,841-54.0% | $2,504-47.9% | $4,156-68.6% |
| Participant deferral / active EE | $7,310 | $5,180+41.1% | $4,559+60.3% | $6,407+14.1% |
| Admin fee / account holder | $3,147 | $9,725-67.6% | $8,342-62.3% | $12,270-74.4% |