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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 | $115,820 | $96,731+19.7% | $123,973-6.6% | $86,983+33.2% |
| Participation rate | 48.0% | 70.0%-22.0pp | 76.7%-28.7pp | 69.5%-21.5pp |
| Annual return | 19.11% | 17.33%+1.8pp | 388.13%-369.0pp | 25.83%-6.7pp |
| Employer contribution / active EE | $2,617 | $3,297-20.6% | $4,126-36.6% | $2,584+1.3% |
| Participant deferral / active EE | $3,497 | $4,152-15.8% | $5,247-33.4% | $4,194-16.6% |
| Admin fee / account holder | $1,219 | $8,722-86.0% | $11,799-89.7% | $7,856-84.5% |