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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 | $137,089 | $86,050+59.3% | $189,758-27.8% | $94,015+45.8% |
| Participation rate | 59.2% | 68.9%-9.7pp | 79.8%-20.6pp | 70.8%-11.6pp |
| Annual return | 16.19% | 17.77%-1.6pp | 52.62%-36.4pp | 17.84%-1.7pp |
| Employer contribution / active EE | $3,537 | $2,819+25.5% | $4,767-25.8% | $2,790+26.8% |
| Participant deferral / active EE | $7,012 | $3,349+109.4% | $5,856+19.7% | $4,249+65.0% |
| Admin fee / account holder | $2,909 | $6,627-56.1% | $20,388-85.7% | $8,951-67.5% |