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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 | $152,861 | $108,825+40.5% | $156,181-2.1% | $82,448+85.4% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 18.06% | 20.59%-2.5pp | 64.87%-46.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,234 | $2,870-22.2% | $4,294-48.0% | $2,551-12.4% |
| Participant deferral / active EE | $3,356 | $4,577-26.7% | $6,132-45.3% | $4,139-18.9% |
| Admin fee / account holder | $4,683 | $9,341-49.9% | $14,586-67.9% | $7,234-35.3% |