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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 | $128,925 | $64,920+98.6% | $103,693+24.3% | $86,983+48.2% |
| Participation rate | 53.7% | 63.6%-9.9pp | 72.6%-19.0pp | 69.5%-15.9pp |
| Annual return | 14.28% | 30.29%-16.0pp | 47.61%-33.3pp | 25.83%-11.6pp |
| Employer contribution / active EE | $2,082 | $2,141-2.8% | $2,920-28.7% | $2,584-19.4% |
| Participant deferral / active EE | $3,942 | $3,241+21.6% | $4,579-13.9% | $4,194-6.0% |
| Admin fee / account holder | $40,373 | $6,191+552.1% | $7,858+413.8% | $7,856+413.9% |