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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 | $151,498 | $77,358+95.8% | $102,184+48.3% | $87,485+73.2% |
| Participation rate | 58.6% | 78.7%-20.1pp | 82.6%-24.0pp | 68.9%-10.3pp |
| Annual return | 15.48% | 41.11%-25.6pp | 31.58%-16.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,709 | $2,562-33.3% | $3,594-52.4% | $2,596-34.2% |
| Participant deferral / active EE | $3,474 | $6,753-48.6% | $8,309-58.2% | $4,274-18.7% |
| Admin fee / account holder | $29,769 | $6,809+337.2% | $11,609+156.4% | $7,775+282.9% |