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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 | $134,664 | $77,472+73.8% | $100,392+34.1% | $80,935+66.4% |
| Participation rate | 56.3% | 76.9%-20.7pp | 81.5%-25.3pp | 67.7%-11.4pp |
| Annual return | 13.79% | 37.26%-23.5pp | 49.45%-35.7pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,525 | $2,800-45.5% | $3,941-61.3% | $2,757-44.7% |
| Participant deferral / active EE | $3,119 | $6,818-54.3% | $8,090-61.4% | $4,299-27.5% |
| Admin fee / account holder | $8,705 | $5,885+47.9% | $7,904+10.1% | $6,924+25.7% |