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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 | $168,606 | $41,016+311.1% | $152,093+10.9% | $64,097+163.0% |
| Participation rate | 52.8% | 51.3%+1.4pp | 77.8%-25.0pp | 55.2%-2.4pp |
| Annual return | 16.21% | 39.60%-23.4pp | 66.36%-50.1pp | 34.64%-18.4pp |
| Employer contribution / active EE | $1,955 | $1,342+45.6% | $4,175-53.2% | $1,891+3.4% |
| Participant deferral / active EE | $4,050 | $1,927+110.1% | $5,451-25.7% | $3,080+31.5% |
| Admin fee / account holder | $4,475 | $2,305+94.1% | $14,497-69.1% | $3,454+29.5% |