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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 | $146,830 | $67,411+117.8% | $91,004+61.3% | $70,126+109.4% |
| Participation rate | 68.7% | 71.4%-2.7pp | 75.6%-6.9pp | 69.5%-0.9pp |
| Annual return | 14.45% | -40.16%+54.6pp | 4.60%+9.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $778 | $1,786-56.4% | $2,456-68.3% | $2,343-66.8% |
| Participant deferral / active EE | $4,193 | $2,823+48.6% | $3,548+18.2% | $3,332+25.9% |
| Admin fee / account holder | $4,683 | $4,236+10.5% | $5,417-13.6% | $4,645+0.8% |