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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 | $89,259+59.0% | $107,187+32.4% | $82,637+71.8% |
| Participation rate | 48.7% | 67.9%-19.2pp | 75.0%-26.3pp | 68.1%-19.3pp |
| Annual return | 15.70% | 21.02%-5.3pp | 204.55%-188.8pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,293 | $3,080-58.0% | $3,782-65.8% | $2,552-49.3% |
| Participant deferral / active EE | $4,120 | $4,037+2.0% | $5,096-19.2% | $4,126-0.1% |
| Admin fee / account holder | $1,695 | $7,381-77.0% | $9,162-81.5% | $7,339-76.9% |