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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 | $138,898 | $76,112+82.5% | $96,544+43.9% | $71,529+94.2% |
| Participation rate | 59.8% | 74.4%-14.6pp | 76.0%-16.2pp | 67.9%-8.1pp |
| Annual return | 14.45% | 22.80%-8.3pp | 25.88%-11.4pp | 28.97%-14.5pp |
| Employer contribution / active EE | $2,485 | $2,248+10.5% | $2,966-16.2% | $2,590-4.1% |
| Participant deferral / active EE | $6,108 | $4,217+44.9% | $4,851+25.9% | $4,291+42.3% |
| Admin fee / account holder | $18,025 | $2,708+565.5% | $8,254+118.4% | $1,588+1034.7% |