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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 | $146,374 | $73,787+98.4% | $98,716+48.3% | $82,448+77.5% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 17.74% | 18.57%-0.8pp | 31.81%-14.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,789 | $1,511+18.4% | $2,279-21.5% | $2,551-29.9% |
| Participant deferral / active EE | $5,583 | $3,081+81.2% | $4,048+37.9% | $4,139+34.9% |
| Admin fee / account holder | $1,517 | $6,500-76.7% | $8,703-82.6% | $7,234-79.0% |