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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 | $163,841 | $62,672+161.4% | $185,117-11.5% | $70,126+133.6% |
| Participation rate | 58.6% | 63.8%-5.2pp | 77.3%-18.6pp | 69.5%-10.9pp |
| Annual return | 16.81% | 40.79%-24.0pp | 40.50%-23.7pp | 73.15%-56.3pp |
| Employer contribution / active EE | $782 | $1,753-55.4% | $4,182-81.3% | $2,343-66.6% |
| Participant deferral / active EE | $5,340 | $3,272+63.2% | $5,045+5.8% | $3,332+60.3% |
| Admin fee / account holder | $8,702 | $3,932+121.3% | $8,159+6.6% | $4,645+87.3% |