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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 | $139,037 | $81,262+71.1% | $155,602-10.6% | $80,911+71.8% |
| Participation rate | 58.3% | 66.2%-7.9pp | 78.2%-19.9pp | 67.6%-9.3pp |
| Annual return | 14.00% | 33.34%-19.3pp | 64.81%-50.8pp | 35.63%-21.6pp |
| Employer contribution / active EE | $1,705 | $3,102-45.0% | $4,675-63.5% | $2,756-38.1% |
| Participant deferral / active EE | $3,415 | $3,451-1.1% | $5,629-39.3% | $4,297-20.5% |
| Admin fee / account holder | $6,343 | $7,992-20.6% | $15,923-60.2% | $6,935-8.5% |