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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 | $114,357 | $111,814+2.3% | $103,374+10.6% | $145,959-21.7% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | 10.96% | 24.77%-13.8pp | 24.89%-13.9pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,422 | $4,214-66.2% | $3,869-63.2% | $4,661-69.5% |
| Participant deferral / active EE | $4,538 | $5,618-19.2% | $5,058-10.3% | $6,689-32.1% |
| Admin fee / account holder | $1,987 | $9,754-79.6% | $8,394-76.3% | $13,398-85.2% |