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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 | $138,679 | $48,364+186.7% | $71,796+93.2% | $62,881+120.5% |
| Participation rate | 55.2% | 60.6%-5.5pp | 69.1%-13.9pp | 69.3%-14.1pp |
| Annual return | 7.09% | 13.16%-6.1pp | 78.04%-70.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,040 | $1,042-0.2% | $1,924-46.0% | $2,281-54.4% |
| Participant deferral / active EE | $3,596 | $2,091+71.9% | $2,794+28.7% | $3,203+12.3% |
| Admin fee / account holder | $309 | $3,771-91.8% | $4,815-93.6% | $4,296-92.8% |