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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 | $124,031 | $90,486+37.1% | $78,676+57.6% | $273,972-54.7% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 5.28% | 75.62%-70.3pp | 62.19%-56.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,680 | $3,175-47.1% | $2,850-41.1% | $4,869-65.5% |
| Participant deferral / active EE | $4,742 | $3,901+21.6% | $3,517+34.8% | $5,287-10.3% |
| Admin fee / account holder | $2,287 | $5,263-56.5% | $4,510-49.3% | $10,133-77.4% |