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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 | $113,001 | $101,618+11.2% | $93,063+21.4% | $137,256-17.7% |
| Participation rate | 42.9% | 74.9%-32.1pp | 72.1%-29.3pp | 80.0%-37.1pp |
| Annual return | 17.77% | 223.95%-206.2pp | 34.15%-16.4pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,177 | $2,707-56.5% | $2,476-52.5% | $4,156-71.7% |
| Participant deferral / active EE | $2,000 | $4,279-53.3% | $3,958-49.5% | $6,407-68.8% |
| Admin fee / account holder | $1,459 | $6,198-76.5% | $6,033-75.8% | $12,270-88.1% |