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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 | $132,375 | $53,777+146.2% | $134,155-1.3% | $79,858+65.8% |
| Participation rate | 51.3% | 58.8%-7.5pp | 72.2%-20.9pp | 69.6%-18.4pp |
| Annual return | 12.24% | 19.01%-6.8pp | 36.34%-24.1pp | 31.72%-19.5pp |
| Employer contribution / active EE | $1,836 | $1,321+38.9% | $3,705-50.4% | $2,471-25.7% |
| Participant deferral / active EE | $4,457 | $2,420+84.2% | $3,500+27.4% | $3,740+19.2% |
| Admin fee / account holder | $2,396 | $3,984-39.9% | $6,685-64.2% | $5,306-54.9% |