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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 | $158,222 | $138,393+14.3% | $184,256-14.1% | $80,959+95.4% |
| Participation rate | 62.9% | 83.9%-21.0pp | 86.8%-24.0pp | 67.7%-4.8pp |
| Annual return | 75.82% | 20.01%+55.8pp | 28.85%+47.0pp | 35.67%+40.1pp |
| Employer contribution / active EE | $2,493 | $4,847-48.6% | $6,427-61.2% | $2,757-9.6% |
| Participant deferral / active EE | $4,881 | $7,076-31.0% | $9,133-46.6% | $4,300+13.5% |
| Admin fee / account holder | $3,689 | $10,489-64.8% | $13,899-73.5% | $6,925-46.7% |