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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 | $138,485 | $78,423+76.6% | $95,964+44.3% | $79,856+73.4% |
| Participation rate | 62.2% | 73.5%-11.3pp | 77.1%-14.9pp | 69.6%-7.4pp |
| Annual return | 12.02% | 19.37%-7.4pp | 91.64%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,918 | $1,945-1.4% | $2,541-24.5% | $2,471-22.4% |
| Participant deferral / active EE | $3,756 | $3,440+9.2% | $4,167-9.8% | $3,741+0.4% |
| Admin fee / account holder | $1,641 | $5,622-70.8% | $6,797-75.9% | $5,306-69.1% |