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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 | $139,783 | $94,436+48.0% | $115,599+20.9% | $82,637+69.2% |
| Participation rate | 54.9% | 70.4%-15.5pp | 74.3%-19.4pp | 68.1%-13.2pp |
| Annual return | 18.52% | 18.37%+0.1pp | 111.10%-92.6pp | 53.51%-35.0pp |
| Employer contribution / active EE | $1,633 | $2,324-29.7% | $2,955-44.7% | $2,552-36.0% |
| Participant deferral / active EE | $3,593 | $3,955-9.2% | $4,889-26.5% | $4,126-12.9% |
| Admin fee / account holder | $10,130 | $10,328-1.9% | $12,841-21.1% | $7,339+38.0% |