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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 | $114,123 | $111,878+2.0% | $93,727+21.8% | $145,897-21.8% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.8pp |
| Annual return | 11.87% | 204.28%-192.4pp | 133.83%-122.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,656 | $3,092-46.5% | $2,421-31.6% | $4,663-64.5% |
| Participant deferral / active EE | $4,783 | $4,920-2.8% | $4,417+8.3% | $6,689-28.5% |
| Admin fee / account holder | $1,970 | $10,256-80.8% | $8,292-76.2% | $13,390-85.3% |