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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 | $150,583 | $96,558+56.0% | $80,977+86.0% | $273,972-45.0% |
| Participation rate | 69.2% | 79.1%-9.9pp | 75.8%-6.6pp | 83.0%-13.8pp |
| Annual return | 3.75% | 15.14%-11.4pp | 17.11%-13.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,349 | $4,869-72.3% | $3,715-63.7% | $4,869-72.3% |
| Participant deferral / active EE | $4,313 | $6,598-34.6% | $5,696-24.3% | $5,287-18.4% |
| Admin fee / account holder | $7,886 | $7,493+5.2% | $5,517+42.9% | $10,133-22.2% |