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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 | $134,837 | $65,246+106.7% | $98,716+36.6% | $67,986+98.3% |
| Participation rate | 43.8% | 51.4%-7.7pp | 69.3%-25.5pp | 57.2%-13.5pp |
| Annual return | 14.93% | 20.58%-5.7pp | 31.81%-16.9pp | 31.67%-16.7pp |
| Employer contribution / active EE | $1,711 | $1,042+64.2% | $2,279-24.9% | $2,019-15.3% |
| Participant deferral / active EE | $2,464 | $2,594-5.0% | $4,048-39.1% | $3,358-26.6% |
| Admin fee / account holder | $3,697 | $4,561-18.9% | $8,703-57.5% | $3,203+15.4% |