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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 | $153,173 | $86,938+76.2% | $102,423+49.5% | $80,925+89.3% |
| Participation rate | 36.6% | 72.4%-35.8pp | 76.5%-39.9pp | 67.7%-31.0pp |
| Annual return | 13.42% | 18.89%-5.5pp | 29.42%-16.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,092 | $2,369-53.9% | $3,023-63.9% | $2,756-60.4% |
| Participant deferral / active EE | $1,863 | $4,120-54.8% | $5,054-63.1% | $4,299-56.7% |
| Admin fee / account holder | $5,238 | $8,053-34.9% | $9,455-44.6% | $6,940-24.5% |