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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 | $143,371 | $101,778+40.9% | $164,975-13.1% | $80,925+77.2% |
| Participation rate | 61.5% | 71.8%-10.3pp | 78.6%-17.1pp | 67.7%-6.1pp |
| Annual return | 17.52% | 16.73%+0.8pp | 70.12%-52.6pp | 35.65%-18.1pp |
| Employer contribution / active EE | $1,808 | $2,954-38.8% | $4,343-58.4% | $2,756-34.4% |
| Participant deferral / active EE | $3,683 | $4,477-17.7% | $6,033-39.0% | $4,299-14.3% |
| Admin fee / account holder | $1,726 | $8,221-79.0% | $12,688-86.4% | $6,940-75.1% |