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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 | $71,353+112.3% | $92,805+63.2% | $86,983+74.2% |
| Participation rate | 58.6% | 80.9%-22.3pp | 83.5%-24.9pp | 69.5%-10.9pp |
| Annual return | 15.48% | 44.68%-29.2pp | 31.59%-16.1pp | 25.83%-10.3pp |
| Employer contribution / active EE | $1,709 | $2,468-30.8% | $3,424-50.1% | $2,584-33.9% |
| Participant deferral / active EE | $3,474 | $6,966-50.1% | $8,448-58.9% | $4,194-17.2% |
| Admin fee / account holder | $29,769 | $6,099+388.1% | $10,911+172.8% | $7,856+278.9% |