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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 | $134,399 | $89,367+50.4% | $141,191-4.8% | $72,975+84.2% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.5%-18.5pp | 69.5%-5.5pp |
| Annual return | 24.85% | 111.87%-87.0pp | 71.41%-46.6pp | 81.01%-56.2pp |
| Employer contribution / active EE | $2,289 | $3,115-26.5% | $4,736-51.7% | $2,440-6.2% |
| Participant deferral / active EE | $4,682 | $5,419-13.6% | $6,710-30.2% | $3,608+29.8% |
| Admin fee / account holder | $1,514 | $5,957-74.6% | $10,264-85.3% | $5,124-70.5% |