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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 | $126,034 | $64,890+94.2% | $134,172-6.1% | $67,986+85.4% |
| Participation rate | 43.5% | 48.5%-5.0pp | 72.5%-28.9pp | 57.2%-13.7pp |
| Annual return | 15.10% | 16.12%-1.0pp | 25.30%-10.2pp | 31.67%-16.6pp |
| Employer contribution / active EE | $1,887 | $1,360+38.8% | $3,420-44.8% | $2,019-6.5% |
| Participant deferral / active EE | $4,122 | $2,289+80.1% | $4,690-12.1% | $3,358+22.7% |
| Admin fee / account holder | $6,241 | $3,140+98.8% | $12,016-48.1% | $3,203+94.9% |