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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 | $141,830 | $99,875+42.0% | $146,866-3.4% | $86,983+63.1% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.5%-36.1pp | 69.5%-23.1pp |
| Annual return | 14.41% | 28.10%-13.7pp | 102.85%-88.4pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,357 | $3,224-57.9% | $4,425-69.3% | $2,584-47.5% |
| Participant deferral / active EE | $2,369 | $6,322-62.5% | $7,759-69.5% | $4,194-43.5% |
| Admin fee / account holder | $11,008 | $7,838+40.5% | $13,620-19.2% | $7,856+40.1% |