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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 | $136,882 | $81,504+67.9% | $102,437+33.6% | $80,959+69.1% |
| Participation rate | 41.7% | 66.9%-25.2pp | 74.5%-32.8pp | 67.7%-26.0pp |
| Annual return | 11.44% | 25.60%-14.2pp | 24.95%-13.5pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,924 | $3,104-38.0% | $3,871-50.3% | $2,757-30.2% |
| Participant deferral / active EE | $5,964 | $3,871+54.1% | $5,060+17.9% | $4,300+38.7% |
| Admin fee / account holder | $11,709 | $6,719+74.3% | $8,388+39.6% | $6,925+69.1% |