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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 | $128,004 | $106,749+19.9% | $145,433-12.0% | $82,448+55.3% |
| Participation rate | 63.4% | 75.6%-12.2pp | 82.1%-18.7pp | 68.1%-4.7pp |
| Annual return | 15.75% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,605 | $3,444-53.4% | $4,554-64.8% | $2,551-37.1% |
| Participant deferral / active EE | $3,371 | $6,519-48.3% | $7,897-57.3% | $4,139-18.6% |
| Admin fee / account holder | $4,221 | $8,390-49.7% | $13,129-67.9% | $7,234-41.7% |