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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 | $105,284+34.8% | $150,734-5.8% | $94,015+51.0% |
| Participation rate | 48.7% | 71.7%-23.0pp | 78.4%-29.7pp | 70.8%-22.1pp |
| Annual return | 15.70% | 15.67%0pp | 600.81%-585.1pp | 17.84%-2.1pp |
| Employer contribution / active EE | $1,293 | $3,599-64.1% | $4,918-73.7% | $2,790-53.7% |
| Participant deferral / active EE | $4,120 | $4,274-3.6% | $5,610-26.6% | $4,249-3.0% |
| Admin fee / account holder | $1,695 | $9,839-82.8% | $14,905-88.6% | $8,951-81.1% |