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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 | $129,151 | $86,949+48.5% | $102,460+26.1% | $80,959+59.5% |
| Participation rate | 53.8% | 72.4%-18.6pp | 76.5%-22.7pp | 67.7%-13.9pp |
| Annual return | 14.72% | 18.89%-4.2pp | 29.47%-14.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,524 | $2,370-35.7% | $3,025-49.6% | $2,757-44.7% |
| Participant deferral / active EE | $3,021 | $4,121-26.7% | $5,056-40.3% | $4,300-29.7% |
| Admin fee / account holder | $7,887 | $8,048-2.0% | $9,460-16.6% | $6,925+13.9% |