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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 | $143,568 | $76,551+87.5% | $123,894+15.9% | $62,881+128.3% |
| Participation rate | 55.9% | 73.0%-17.1pp | 81.4%-25.5pp | 69.3%-13.4pp |
| Annual return | 6.84% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,182 | $2,882-59.0% | $4,617-74.4% | $2,281-48.2% |
| Participant deferral / active EE | $5,748 | $4,840+18.8% | $5,984-4.0% | $3,203+79.4% |
| Admin fee / account holder | $12,717 | $4,826+163.5% | $8,357+52.2% | $4,296+196.0% |