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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 | $139,187 | $91,086+52.8% | $203,872-31.7% | $86,983+60.0% |
| Participation rate | 51.6% | 65.8%-14.2pp | 77.8%-26.2pp | 69.5%-17.9pp |
| Annual return | 16.52% | 22.30%-5.8pp | 85.11%-68.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $1,845 | $2,063-10.6% | $3,757-50.9% | $2,584-28.6% |
| Participant deferral / active EE | $2,840 | $4,019-29.3% | $6,388-55.5% | $4,194-32.3% |
| Admin fee / account holder | $9,802 | $8,987+9.1% | $11,730-16.4% | $7,856+24.8% |