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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 | $136,601 | $106,864+27.8% | $147,318-7.3% | $82,637+65.3% |
| Participation rate | 42.9% | 75.5%-32.6pp | 82.1%-39.2pp | 68.1%-25.2pp |
| Annual return | 15.14% | 27.49%-12.4pp | 70.43%-55.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $2,987 | $3,417-12.6% | $4,593-35.0% | $2,552+17.0% |
| Participant deferral / active EE | $7,508 | $6,496+15.6% | $7,906-5.0% | $4,126+82.0% |
| Admin fee / account holder | $12,399 | $8,415+47.4% | $13,708-9.5% | $7,339+69.0% |