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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 | $135,926 | $183,516-25.9% | $155,534-12.6% | $145,884-6.8% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 9.41% | 61.43%-52.0pp | 64.92%-55.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,438 | $5,315-72.9% | $4,675-69.2% | $4,662-69.2% |
| Participant deferral / active EE | $3,364 | $6,467-48.0% | $5,630-40.3% | $6,690-49.7% |
| Admin fee / account holder | $13,757 | $19,293-28.7% | $15,900-13.5% | $13,392+2.7% |