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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 | $137,408 | $63,809+115.3% | $81,353+68.9% | $80,935+69.8% |
| Participation rate | 36.3% | 63.9%-27.7pp | 69.5%-33.3pp | 67.7%-31.4pp |
| Annual return | 20.43% | 16.37%+4.1pp | 24.82%-4.4pp | 35.66%-15.2pp |
| Employer contribution / active EE | $1,254 | $1,981-36.7% | $2,464-49.1% | $2,757-54.5% |
| Participant deferral / active EE | $3,735 | $3,093+20.8% | $3,885-3.8% | $4,299-13.1% |
| Admin fee / account holder | $3,808 | $5,686-33.0% | $5,766-34.0% | $6,924-45.0% |