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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 | $148,945 | $106,524+39.8% | $152,301-2.2% | $87,485+70.3% |
| Participation rate | 64.8% | 75.8%-10.9pp | 82.4%-17.6pp | 68.9%-4.1pp |
| Annual return | 21.18% | 26.89%-5.7pp | 80.50%-59.3pp | 26.06%-4.9pp |
| Employer contribution / active EE | $2,072 | $3,371-38.5% | $4,624-55.2% | $2,596-20.2% |
| Participant deferral / active EE | $4,323 | $6,525-33.7% | $8,004-46.0% | $4,274+1.2% |
| Admin fee / account holder | $23,255 | $8,287+180.6% | $14,398+61.5% | $7,775+199.1% |