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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 | $135,877 | $58,311+133.0% | $81,882+65.9% | $80,959+67.8% |
| Participation rate | 59.3% | 63.5%-4.2pp | 72.4%-13.1pp | 67.7%-8.4pp |
| Annual return | 13.75% | 41.85%-28.1pp | 779.47%-765.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,465 | $2,347-37.6% | $2,916-49.8% | $2,757-46.9% |
| Participant deferral / active EE | $3,258 | $3,287-0.9% | $4,323-24.6% | $4,300-24.2% |
| Admin fee / account holder | $678 | $4,752-85.7% | $7,360-90.8% | $6,925-90.2% |