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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 | $143,743 | $115,931+24.0% | $185,441-22.5% | $86,983+65.3% |
| Participation rate | 46.6% | 73.6%-27.1pp | 80.3%-33.7pp | 69.5%-23.0pp |
| Annual return | 17.05% | 21.47%-4.4pp | 20.16%-3.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $3,970 | $2,937+35.2% | $4,672-15.0% | $2,584+53.6% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,114 | $10,687-89.6% | $17,890-93.8% | $7,856-85.8% |