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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 | $143,789 | $146,267-1.7% | $197,124-27.1% | $82,448+74.4% |
| Participation rate | 68.2% | 84.0%-15.8pp | 86.7%-18.5pp | 68.1%+0.1pp |
| Annual return | 18.81% | 29.61%-10.8pp | 44.34%-25.5pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,979 | $4,723-36.9% | $6,227-52.2% | $2,551+16.8% |
| Participant deferral / active EE | $6,300 | $7,035-10.4% | $9,135-31.0% | $4,139+52.2% |
| Admin fee / account holder | $2,955 | $14,422-79.5% | $16,298-81.9% | $7,234-59.2% |