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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 | $139,769 | $72,269+93.4% | $101,271+38.0% | $79,852+75.0% |
| Participation rate | 48.1% | 68.5%-20.3pp | 75.8%-27.7pp | 69.6%-21.5pp |
| Annual return | 21.72% | 22.29%-0.6pp | 46.48%-24.8pp | 31.72%-10.0pp |
| Employer contribution / active EE | $974 | $2,692-63.8% | $3,660-73.4% | $2,471-60.6% |
| Participant deferral / active EE | $2,324 | $3,282-29.2% | $4,371-46.8% | $3,740-37.9% |
| Admin fee / account holder | $4,164 | $4,401-5.4% | $5,948-30.0% | $5,306-21.5% |