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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 | $129,405 | $107,809+20.0% | $97,032+33.4% | $155,188-16.6% |
| Participation rate | 62.5% | 75.5%-13.0pp | 71.6%-9.1pp | 80.8%-18.3pp |
| Annual return | 10.77% | 38.06%-27.3pp | 35.38%-24.6pp | 148.84%-138.1pp |
| Employer contribution / active EE | $1,547 | $2,911-46.9% | $2,629-41.2% | $4,248-63.6% |
| Participant deferral / active EE | $2,689 | $5,129-47.6% | $4,672-42.5% | $6,531-58.8% |
| Admin fee / account holder | $12,821 | $10,717+19.6% | $9,418+36.1% | $14,480-11.5% |