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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 | $140,521 | $87,132+61.3% | $105,624+33.0% | $80,959+73.6% |
| Participation rate | 56.8% | 70.4%-13.7pp | 75.3%-18.5pp | 67.7%-10.9pp |
| Annual return | 11.47% | 17.03%-5.6pp | 116.20%-104.7pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,306 | $2,397-45.5% | $3,168-58.8% | $2,757-52.6% |
| Participant deferral / active EE | $4,033 | $3,985+1.2% | $5,013-19.5% | $4,300-6.2% |
| Admin fee / account holder | $3,634 | $8,449-57.0% | $10,961-66.9% | $6,925-47.5% |