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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 | $145,679 | $56,063+159.8% | $76,051+91.6% | $80,911+80.0% |
| Participation rate | 65.1% | 62.0%+3.1pp | 69.1%-4.0pp | 67.6%-2.5pp |
| Annual return | 14.71% | 20.54%-5.8pp | 360.42%-345.7pp | 35.63%-20.9pp |
| Employer contribution / active EE | $814 | $1,874-56.6% | $2,690-69.7% | $2,756-70.5% |
| Participant deferral / active EE | $1,814 | $3,052-40.6% | $4,257-57.4% | $4,297-57.8% |
| Admin fee / account holder | $5,955 | $5,240+13.6% | $6,416-7.2% | $6,935-14.1% |