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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 | $106,749+39.5% | $145,433+2.4% | $82,448+80.7% |
| Participation rate | 64.8% | 75.6%-10.8pp | 82.1%-17.3pp | 68.1%-3.3pp |
| Annual return | 21.18% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,072 | $3,444-39.8% | $4,554-54.5% | $2,551-18.8% |
| Participant deferral / active EE | $4,323 | $6,519-33.7% | $7,897-45.3% | $4,139+4.4% |
| Admin fee / account holder | $23,255 | $8,390+177.2% | $13,129+77.1% | $7,234+221.4% |