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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 | $64,010+110.6% | $108,359+24.4% | $64,340+109.6% |
| Participation rate | 43.8% | 49.4%-5.6pp | 70.1%-26.4pp | 55.2%-11.5pp |
| Annual return | 14.93% | 19.74%-4.8pp | 36.89%-22.0pp | 24.14%-9.2pp |
| Employer contribution / active EE | $1,711 | $1,029+66.3% | $2,399-28.7% | $1,862-8.1% |
| Participant deferral / active EE | $2,464 | $2,395+2.9% | $4,137-40.4% | $2,980-17.3% |
| Admin fee / account holder | $3,697 | $4,885-24.3% | $9,741-62.0% | $3,703-0.1% |