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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 | $139,756 | $156,616-10.8% | $133,346+4.8% | $198,609-29.6% |
| Participation rate | 45.5% | 77.7%-32.3pp | 72.8%-27.4pp | 82.4%-36.9pp |
| Annual return | 13.27% | 44.25%-31.0pp | 36.85%-23.6pp | 202.70%-189.4pp |
| Employer contribution / active EE | $1,200 | $3,368-64.4% | $2,853-58.0% | $5,055-76.3% |
| Participant deferral / active EE | $2,447 | $4,920-50.3% | $4,332-43.5% | $6,977-64.9% |
| Admin fee / account holder | $12,005 | $17,468-31.3% | $14,264-15.8% | $19,030-36.9% |