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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 | $176,258 | $76,834+129.4% | $108,359+62.7% | $87,485+101.5% |
| Participation rate | 42.6% | 61.7%-19.1pp | 70.1%-27.5pp | 68.9%-26.3pp |
| Annual return | 14.45% | 19.09%-4.6pp | 36.89%-22.4pp | 26.06%-11.6pp |
| Employer contribution / active EE | $2,260 | $1,556+45.2% | $2,399-5.8% | $2,596-13.0% |
| Participant deferral / active EE | $3,655 | $3,100+17.9% | $4,137-11.7% | $4,274-14.5% |
| Admin fee / account holder | $1,306 | $6,537-80.0% | $9,741-86.6% | $7,775-83.2% |