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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 | $83,061+82.4% | $126,068+20.2% | $94,015+61.1% |
| Participation rate | 58.6% | 81.2%-22.5pp | 84.7%-26.1pp | 70.8%-12.2pp |
| Annual return | 15.48% | 20.41%-4.9pp | 15.01%+0.5pp | 17.84%-2.4pp |
| Employer contribution / active EE | $1,709 | $2,864-40.3% | $3,968-56.9% | $2,790-38.7% |
| Participant deferral / active EE | $3,474 | $7,042-50.7% | $8,214-57.7% | $4,249-18.3% |
| Admin fee / account holder | $29,769 | $7,208+313.0% | $18,264+63.0% | $8,951+232.6% |