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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 | $118,635 | $117,829+0.7% | $102,423+15.8% | $145,877-18.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 11.72% | 31.83%-20.1pp | 29.42%-17.7pp | 551.28%-539.6pp |
| Employer contribution / active EE | $5,686 | $3,615+57.3% | $3,023+88.1% | $4,663+21.9% |
| Participant deferral / active EE | $7,860 | $5,732+37.1% | $5,054+55.5% | $6,691+17.5% |
| Admin fee / account holder | $5,657 | $13,335-57.6% | $9,455-40.2% | $13,402-57.8% |