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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 | $146,331 | $76,551+91.2% | $123,894+18.1% | $62,881+132.7% |
| Participation rate | 48.4% | 73.0%-24.6pp | 81.4%-33.1pp | 69.3%-21.0pp |
| Annual return | 8.67% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,214 | $2,882-57.9% | $4,617-73.7% | $2,281-46.8% |
| Participant deferral / active EE | $2,533 | $4,840-47.7% | $5,984-57.7% | $3,203-20.9% |
| Admin fee / account holder | $2,466 | $4,826-48.9% | $8,357-70.5% | $4,296-42.6% |