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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 | $131,042 | $54,763+139.3% | $90,324+45.1% | $72,976+79.6% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 21.41% | 30.63%-9.2pp | 78.15%-56.7pp | 81.02%-59.6pp |
| Employer contribution / active EE | $1,488 | $2,093-28.9% | $2,856-47.9% | $2,440-39.0% |
| Participant deferral / active EE | $3,376 | $2,887+16.9% | $3,885-13.1% | $3,608-6.4% |
| Admin fee / account holder | $2,399 | $3,973-39.6% | $5,356-55.2% | $5,124-53.2% |