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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 | $177,378 | $81,334+118.1% | $113,397+56.4% | $64,097+176.7% |
| Participation rate | 37.8% | 65.6%-27.9pp | 76.5%-38.7pp | 55.2%-17.4pp |
| Annual return | 13.47% | 32.50%-19.0pp | 23.20%-9.7pp | 34.64%-21.2pp |
| Employer contribution / active EE | $1,955 | $2,077-5.9% | $2,977-34.4% | $1,891+3.3% |
| Participant deferral / active EE | $3,829 | $3,795+0.9% | $5,076-24.6% | $3,080+24.3% |
| Admin fee / account holder | $8,392 | $4,208+99.4% | $11,957-29.8% | $3,454+142.9% |