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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 | $129,085 | $87,733+47.1% | $106,555+21.1% | $85,847+50.4% |
| Participation rate | 60.5% | 71.9%-11.4pp | 76.1%-15.6pp | 69.3%-8.8pp |
| Annual return | 15.03% | 21.86%-6.8pp | 26.80%-11.8pp | 318.61%-303.6pp |
| Employer contribution / active EE | $1,038 | $2,073-49.9% | $2,819-63.2% | $2,565-59.5% |
| Participant deferral / active EE | $2,987 | $3,469-13.9% | $4,399-32.1% | $3,952-24.4% |
| Admin fee / account holder | $4,017 | $6,767-40.6% | $7,408-45.8% | $6,261-35.8% |