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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 | $197,372 | $77,962+153.2% | $178,540+10.5% | $80,935+143.9% |
| Participation rate | 46.7% | 65.7%-19.0pp | 77.1%-30.4pp | 67.7%-21.0pp |
| Annual return | 12.39% | 18.10%-5.7pp | 27.15%-14.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,539 | $2,280+11.4% | $3,953-35.8% | $2,757-7.9% |
| Participant deferral / active EE | $4,662 | $4,404+5.9% | $6,281-25.8% | $4,299+8.4% |
| Admin fee / account holder | $1,514 | $7,156-78.8% | $10,424-85.5% | $6,924-78.1% |