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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 | $123,512 | $111,535+10.7% | $105,223+17.4% | $137,256-10.0% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 15.56% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,099 | $3,939-72.1% | $3,689-70.2% | $4,156-73.5% |
| Participant deferral / active EE | $1,872 | $5,500-66.0% | $5,072-63.1% | $6,407-70.8% |
| Admin fee / account holder | $1,895 | $9,721-80.5% | $8,859-78.6% | $12,270-84.6% |