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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 | $143,943 | $76,371+88.5% | $93,621+53.8% | $72,975+97.2% |
| Participation rate | 52.3% | 71.8%-19.5pp | 75.8%-23.6pp | 69.5%-17.2pp |
| Annual return | 17.42% | 25.82%-8.4pp | 32.76%-15.3pp | 81.01%-63.6pp |
| Employer contribution / active EE | $1,946 | $2,276-14.5% | $2,719-28.4% | $2,440-20.2% |
| Participant deferral / active EE | $3,490 | $3,538-1.4% | $4,070-14.2% | $3,608-3.3% |
| Admin fee / account holder | $3,142 | $6,839-54.1% | $7,890-60.2% | $5,124-38.7% |