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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 | $73,787+88.8% | $98,716+41.1% | $82,448+68.9% |
| Participation rate | 54.3% | 61.4%-7.1pp | 69.3%-15.0pp | 68.1%-13.8pp |
| Annual return | 19.70% | 18.57%+1.1pp | 31.81%-12.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,137 | $1,511-24.7% | $2,279-50.1% | $2,551-55.4% |
| Participant deferral / active EE | $1,559 | $3,081-49.4% | $4,048-61.5% | $4,139-62.3% |
| Admin fee / account holder | $8,784 | $6,500+35.1% | $8,703+0.9% | $7,234+21.4% |