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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 | $148,297 | $118,496+25.1% | $98,461+50.6% | $139,466+6.3% |
| Participation rate | 53.8% | 77.5%-23.6pp | 75.2%-21.3pp | 80.3%-26.5pp |
| Annual return | 15.04% | 18.96%-3.9pp | 21.17%-6.1pp | 373.66%-358.6pp |
| Employer contribution / active EE | $1,204 | $3,611-66.7% | $3,049-60.5% | $4,754-74.7% |
| Participant deferral / active EE | $4,819 | $5,393-10.6% | $4,738+1.7% | $6,712-28.2% |
| Admin fee / account holder | $1,023 | $14,056-92.7% | $8,961-88.6% | $11,409-91.0% |