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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 | $159,004 | $43,075+269.1% | $74,577+113.2% | $62,881+152.9% |
| Participation rate | 53.6% | 58.1%-4.5pp | 68.1%-14.5pp | 69.3%-15.7pp |
| Annual return | 20.61% | 17.50%+3.1pp | 20.47%+0.1pp | 20.14%+0.5pp |
| Employer contribution / active EE | $1,531 | $1,498+2.3% | $2,525-39.4% | $2,281-32.9% |
| Participant deferral / active EE | $3,309 | $2,389+38.5% | $3,458-4.3% | $3,203+3.3% |
| Admin fee / account holder | $864 | $2,840-69.6% | $4,138-79.1% | $4,296-79.9% |