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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 | $141,469 | $110,137+28.4% | $161,149-12.2% | $82,637+71.2% |
| Participation rate | 30.3% | 72.4%-42.0pp | 78.8%-48.5pp | 68.1%-37.8pp |
| Annual return | 14.06% | 20.69%-6.6pp | 21.16%-7.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,533 | $2,856-46.3% | $4,360-64.8% | $2,552-39.9% |
| Participant deferral / active EE | $2,275 | $4,575-50.3% | $6,153-63.0% | $4,126-44.9% |
| Admin fee / account holder | $58,464 | $9,467+517.6% | $15,194+284.8% | $7,339+696.6% |