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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 | $148,311 | $95,453+55.4% | $112,040+32.4% | $82,448+79.9% |
| Participation rate | 63.5% | 72.8%-9.2pp | 76.5%-13.0pp | 68.1%-4.6pp |
| Annual return | 13.76% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,320 | $2,318+0.1% | $2,954-21.5% | $2,551-9.1% |
| Participant deferral / active EE | $8,264 | $4,224+95.6% | $5,098+62.1% | $4,139+99.6% |
| Admin fee / account holder | $24,993 | $9,013+177.3% | $12,098+106.6% | $7,234+245.5% |