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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 | $162,134 | $57,828+180.4% | $117,039+38.5% | $70,126+131.2% |
| Participation rate | 35.7% | 67.1%-31.4pp | 77.2%-41.5pp | 69.5%-33.8pp |
| Annual return | 22.28% | 17.55%+4.7pp | 18.95%+3.3pp | 73.15%-50.9pp |
| Employer contribution / active EE | $1,194 | $1,816-34.3% | $3,785-68.5% | $2,343-49.0% |
| Participant deferral / active EE | $3,492 | $2,438+43.2% | $3,929-11.1% | $3,332+4.8% |
| Admin fee / account holder | $3,031 | $3,548-14.6% | $5,974-49.3% | $4,645-34.7% |