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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 | $125,510 | $132,099-5.0% | $115,599+8.6% | $138,895-9.6% |
| Participation rate | 46.7% | 77.9%-31.2pp | 74.3%-27.6pp | 79.9%-33.3pp |
| Annual return | 16.22% | 176.76%-160.5pp | 111.10%-94.9pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,671 | $3,416-21.8% | $2,955-9.6% | $4,194-36.3% |
| Participant deferral / active EE | $3,895 | $5,617-30.6% | $4,889-20.3% | $6,396-39.1% |
| Admin fee / account holder | $4,387 | $15,650-72.0% | $12,841-65.8% | $12,562-65.1% |