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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 | $121,085 | $87,060+39.1% | $105,591+14.7% | $80,911+49.7% |
| Participation rate | 53.6% | 70.4%-16.9pp | 75.3%-21.7pp | 67.6%-14.1pp |
| Annual return | 13.16% | 17.05%-3.9pp | 116.43%-103.3pp | 35.63%-22.5pp |
| Employer contribution / active EE | $2,089 | $2,396-12.8% | $3,166-34.0% | $2,756-24.2% |
| Participant deferral / active EE | $4,300 | $3,986+7.9% | $5,008-14.1% | $4,297+0.1% |
| Admin fee / account holder | $1,165 | $8,442-86.2% | $11,024-89.4% | $6,935-83.2% |