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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 | $76,407+79.4% | $150,298-8.8% | $82,448+66.3% |
| Participation rate | 59.2% | 66.4%-7.2pp | 77.8%-18.6pp | 68.1%-8.9pp |
| Annual return | 16.19% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,537 | $2,614+35.3% | $4,154-14.9% | $2,551+38.7% |
| Participant deferral / active EE | $7,012 | $3,214+118.1% | $5,453+28.6% | $4,139+69.4% |
| Admin fee / account holder | $2,909 | $6,352-54.2% | $14,116-79.4% | $7,234-59.8% |