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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 | $157,869 | $71,230+121.6% | $93,727+68.4% | $80,959+95.0% |
| Participation rate | 43.0% | 60.4%-17.4pp | 68.7%-25.7pp | 67.7%-24.6pp |
| Annual return | 14.33% | 11.26%+3.1pp | 133.83%-119.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,299 | $1,565-17.0% | $2,421-46.3% | $2,757-52.9% |
| Participant deferral / active EE | $3,292 | $4,037-18.5% | $4,417-25.5% | $4,300-23.4% |
| Admin fee / account holder | $4,737 | $6,961-32.0% | $8,292-42.9% | $6,925-31.6% |