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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 | $138,205 | $110,410+25.2% | $102,437+34.9% | $145,897-5.3% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 10.36% | 24.85%-14.5pp | 24.95%-14.6pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,502 | $4,217-64.4% | $3,871-61.2% | $4,663-67.8% |
| Participant deferral / active EE | $5,489 | $5,622-2.4% | $5,060+8.5% | $6,689-17.9% |
| Admin fee / account holder | $1,631 | $9,745-83.3% | $8,388-80.6% | $13,390-87.8% |