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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 | $146,429 | $56,894+157.4% | $84,753+72.8% | $62,881+132.9% |
| Participation rate | 56.3% | 68.5%-12.3pp | 76.6%-20.3pp | 69.3%-13.1pp |
| Annual return | 8.13% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,131 | $2,400-11.2% | $3,574-40.4% | $2,281-6.6% |
| Participant deferral / active EE | $5,692 | $2,709+110.1% | $3,712+53.3% | $3,203+77.7% |
| Admin fee / account holder | $1,925 | $3,581-46.2% | $5,333-63.9% | $4,296-55.2% |