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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 | $66,275+106.9% | $163,379-16.1% | $64,097+114.0% |
| Participation rate | 40.4% | 54.1%-13.7pp | 76.8%-36.5pp | 55.2%-14.8pp |
| Annual return | 21.70% | 32.72%-11.0pp | 63.41%-41.7pp | 34.64%-12.9pp |
| Employer contribution / active EE | $1,971 | $1,521+29.6% | $3,752-47.5% | $1,891+4.2% |
| Participant deferral / active EE | $4,819 | $3,126+54.2% | $6,282-23.3% | $3,080+56.5% |
| Admin fee / account holder | $7,254 | $4,569+58.8% | $9,818-26.1% | $3,454+110.0% |