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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 | $132,763 | $90,486+46.7% | $78,676+68.7% | $273,972-51.5% |
| Participation rate | 41.7% | 76.5%-34.9pp | 73.6%-31.9pp | 83.0%-41.3pp |
| Annual return | 11.34% | 75.62%-64.3pp | 62.19%-50.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $7,983 | $3,175+151.4% | $2,850+180.1% | $4,869+64.0% |
| Participant deferral / active EE | $3,797 | $3,901-2.7% | $3,517+8.0% | $5,287-28.2% |
| Admin fee / account holder | $7,041 | $5,263+33.8% | $4,510+56.1% | $10,133-30.5% |