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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 | $169,871 | $86,949+95.4% | $102,460+65.8% | $80,959+109.8% |
| Participation rate | 51.1% | 72.4%-21.3pp | 76.5%-25.4pp | 67.7%-16.6pp |
| Annual return | 10.56% | 18.89%-8.3pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,260 | $2,370-46.8% | $3,025-58.3% | $2,757-54.3% |
| Participant deferral / active EE | $3,766 | $4,121-8.6% | $5,056-25.5% | $4,300-12.4% |
| Admin fee / account holder | $8,002 | $8,048-0.6% | $9,460-15.4% | $6,925+15.6% |