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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 | $137,151 | $67,595+102.9% | $186,193-26.3% | $64,340+113.2% |
| Participation rate | 40.4% | 51.9%-11.6pp | 77.1%-36.8pp | 55.2%-14.9pp |
| Annual return | 21.70% | 17.46%+4.2pp | 78.03%-56.3pp | 24.14%-2.4pp |
| Employer contribution / active EE | $1,971 | $1,513+30.3% | $3,918-49.7% | $1,862+5.9% |
| Participant deferral / active EE | $4,819 | $3,023+59.4% | $6,513-26.0% | $2,980+61.7% |
| Admin fee / account holder | $7,254 | $5,311+36.6% | $11,058-34.4% | $3,703+95.9% |