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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 | $138,385+14.3% | $184,243-14.1% | $80,925+95.5% |
| Participation rate | 62.9% | 83.9%-21.0pp | 86.8%-24.0pp | 67.7%-4.8pp |
| Annual return | 75.82% | 20.02%+55.8pp | 28.82%+47.0pp | 35.65%+40.2pp |
| Employer contribution / active EE | $2,493 | $4,851-48.6% | $6,427-61.2% | $2,756-9.5% |
| Participant deferral / active EE | $4,881 | $7,075-31.0% | $9,132-46.6% | $4,299+13.5% |
| Admin fee / account holder | $3,689 | $10,489-64.8% | $13,914-73.5% | $6,940-46.8% |