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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 | $156,317 | $45,079+246.8% | $69,461+125.0% | $72,983+114.2% |
| Participation rate | 59.2% | 68.5%-9.3pp | 74.6%-15.4pp | 69.5%-10.3pp |
| Annual return | 17.60% | 22.65%-5.1pp | 28.97%-11.4pp | 81.01%-63.4pp |
| Employer contribution / active EE | $1,695 | $2,055-17.5% | $2,779-39.0% | $2,440-30.5% |
| Participant deferral / active EE | $2,993 | $2,603+15.0% | $3,536-15.3% | $3,608-17.0% |
| Admin fee / account holder | $21,441 | $3,056+601.6% | $3,840+458.4% | $5,124+318.4% |