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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 | $142,824 | $88,672+61.1% | $105,223+35.7% | $82,448+73.2% |
| Participation rate | 54.3% | 67.9%-13.6pp | 75.0%-20.8pp | 68.1%-13.8pp |
| Annual return | 16.91% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,050 | $3,048-32.8% | $3,689-44.4% | $2,551-19.7% |
| Participant deferral / active EE | $4,309 | $4,036+6.8% | $5,072-15.0% | $4,139+4.1% |
| Admin fee / account holder | $3,511 | $7,146-50.9% | $8,859-60.4% | $7,234-51.5% |