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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 | $113,416 | $110,410+2.7% | $102,437+10.7% | $145,897-22.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.05% | 24.85%-12.8pp | 24.95%-12.9pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,378 | $4,217-67.3% | $3,871-64.4% | $4,663-70.4% |
| Participant deferral / active EE | $1,884 | $5,622-66.5% | $5,060-62.8% | $6,689-71.8% |
| Admin fee / account holder | $5,228 | $9,745-46.3% | $8,388-37.7% | $13,390-61.0% |