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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 | $139,281 | $76,834+81.3% | $108,359+28.5% | $87,485+59.2% |
| Participation rate | 54.3% | 61.7%-7.4pp | 70.1%-15.8pp | 68.9%-14.6pp |
| Annual return | 19.70% | 19.09%+0.6pp | 36.89%-17.2pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,137 | $1,556-26.9% | $2,399-52.6% | $2,596-56.2% |
| Participant deferral / active EE | $1,559 | $3,100-49.7% | $4,137-62.3% | $4,274-63.5% |
| Admin fee / account holder | $8,784 | $6,537+34.4% | $9,741-9.8% | $7,775+13.0% |