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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 | $143,572 | $95,904+49.7% | $173,730-17.4% | $64,340+123.1% |
| Participation rate | 38.7% | 60.6%-21.9pp | 79.6%-40.8pp | 55.2%-16.5pp |
| Annual return | 17.78% | 17.47%+0.3pp | 19.96%-2.2pp | 24.14%-6.4pp |
| Employer contribution / active EE | $1,325 | $2,323-43.0% | $4,577-71.1% | $1,862-28.8% |
| Participant deferral / active EE | $2,857 | $3,488-18.1% | $6,326-54.8% | $2,980-4.1% |
| Admin fee / account holder | $4,258 | $5,089-16.3% | $17,523-75.7% | $3,703+15.0% |