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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 | $122,690 | $110,337+11.2% | $102,383+19.8% | $145,877-15.9% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 21.75% | 24.83%-3.1pp | 24.94%-3.2pp | 551.28%-529.5pp |
| Employer contribution / active EE | $2,235 | $4,216-47.0% | $3,870-42.3% | $4,663-52.1% |
| Participant deferral / active EE | $5,783 | $5,621+2.9% | $5,060+14.3% | $6,691-13.6% |
| Admin fee / account holder | $734 | $9,750-92.5% | $8,391-91.3% | $13,402-94.5% |