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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 | $91,760+56.5% | $156,181-8.1% | $67,986+111.2% |
| Participation rate | 38.7% | 65.0%-26.3pp | 78.8%-40.1pp | 57.2%-18.5pp |
| Annual return | 17.78% | 18.14%-0.4pp | 64.87%-47.1pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,325 | $2,419-45.2% | $4,294-69.1% | $2,019-34.4% |
| Participant deferral / active EE | $2,857 | $3,960-27.9% | $6,132-53.4% | $3,358-14.9% |
| Admin fee / account holder | $4,258 | $3,949+7.8% | $14,586-70.8% | $3,203+32.9% |