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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 | $141,960 | $93,345+52.1% | $119,126+19.2% | $87,485+62.3% |
| Participation rate | 48.7% | 68.7%-20.0pp | 75.8%-27.0pp | 68.9%-20.2pp |
| Annual return | 15.70% | 19.08%-3.4pp | 282.11%-266.4pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,293 | $3,172-59.2% | $4,034-68.0% | $2,596-50.2% |
| Participant deferral / active EE | $4,120 | $4,099+0.5% | $5,318-22.5% | $4,274-3.6% |
| Admin fee / account holder | $1,695 | $8,039-78.9% | $10,693-84.1% | $7,775-78.2% |