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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 | $134,076 | $135,956-1.4% | $123,894+8.2% | $273,972-51.1% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 4.31% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,857 | $5,170-44.7% | $4,617-38.1% | $4,869-41.3% |
| Participant deferral / active EE | $3,168 | $6,343-50.1% | $5,984-47.1% | $5,287-40.1% |
| Admin fee / account holder | $2,341 | $9,817-76.2% | $8,357-72.0% | $10,133-76.9% |