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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 | $141,914 | $154,228-8.0% | $145,433-2.4% | $137,256+3.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 14.43% | 74.59%-60.2pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,058 | $4,804-78.0% | $4,554-76.8% | $4,156-74.5% |
| Participant deferral / active EE | $4,960 | $8,216-39.6% | $7,897-37.2% | $6,407-22.6% |
| Admin fee / account holder | $3,224 | $14,344-77.5% | $13,129-75.4% | $12,270-73.7% |