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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 | $94,699+51.6% | $185,441-22.6% | $65,306+119.8% |
| Participation rate | 38.7% | 64.2%-25.5pp | 80.3%-41.5pp | 57.7%-18.9pp |
| Annual return | 17.78% | 16.71%+1.1pp | 20.16%-2.4pp | 21.94%-4.2pp |
| Employer contribution / active EE | $1,325 | $2,381-44.4% | $4,672-71.6% | $1,967-32.7% |
| Participant deferral / active EE | $2,857 | $3,568-19.9% | $6,152-53.6% | $2,959-3.5% |
| Admin fee / account holder | $4,258 | $4,797-11.2% | $17,890-76.2% | $3,480+22.4% |