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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 | $133,726 | $76,371+75.1% | $93,621+42.8% | $72,975+83.2% |
| Participation rate | 68.1% | 71.8%-3.6pp | 75.8%-7.7pp | 69.5%-1.4pp |
| Annual return | 17.54% | 25.82%-8.3pp | 32.76%-15.2pp | 81.01%-63.5pp |
| Employer contribution / active EE | $750 | $2,276-67.0% | $2,719-72.4% | $2,440-69.2% |
| Participant deferral / active EE | $4,289 | $3,538+21.2% | $4,070+5.4% | $3,608+18.9% |
| Admin fee / account holder | $23,658 | $6,839+245.9% | $7,890+199.8% | $5,124+361.7% |