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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 | $110,337+25.3% | $102,383+35.0% | $145,877-5.3% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 10.36% | 24.83%-14.5pp | 24.94%-14.6pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,502 | $4,216-64.4% | $3,870-61.2% | $4,663-67.8% |
| Participant deferral / active EE | $5,489 | $5,621-2.3% | $5,060+8.5% | $6,691-18.0% |
| Admin fee / account holder | $1,631 | $9,750-83.3% | $8,391-80.6% | $13,402-87.8% |