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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 | $147,180 | $106,749+37.9% | $145,433+1.2% | $82,448+78.5% |
| Participation rate | 58.8% | 75.6%-16.8pp | 82.1%-23.3pp | 68.1%-9.2pp |
| Annual return | 14.91% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,951 | $3,444-14.3% | $4,554-35.2% | $2,551+15.7% |
| Participant deferral / active EE | $6,539 | $6,519+0.3% | $7,897-17.2% | $4,139+58.0% |
| Admin fee / account holder | $10,827 | $8,390+29.1% | $13,129-17.5% | $7,234+49.7% |