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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 | $141,670 | $114,013+24.3% | $103,693+36.6% | $155,188-8.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 20.58% | 49.31%-28.7pp | 47.61%-27.0pp | 148.84%-128.3pp |
| Employer contribution / active EE | $639 | $3,131-79.6% | $2,920-78.1% | $4,248-85.0% |
| Participant deferral / active EE | $5,875 | $4,970+18.2% | $4,579+28.3% | $6,531-10.0% |
| Admin fee / account holder | $668 | $8,407-92.1% | $7,858-91.5% | $14,480-95.4% |