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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 | $143,969-0.1% | $199,883-28.1% | $82,637+74.0% |
| Participation rate | 68.2% | 84.1%-16.0pp | 86.8%-18.6pp | 68.1%+0.1pp |
| Annual return | 18.81% | 25.67%-6.9pp | 43.81%-25.0pp | 53.51%-34.7pp |
| Employer contribution / active EE | $2,979 | $4,632-35.7% | $6,261-52.4% | $2,552+16.7% |
| Participant deferral / active EE | $6,300 | $6,937-9.2% | $9,138-31.1% | $4,126+52.7% |
| Admin fee / account holder | $2,955 | $14,597-79.8% | $17,268-82.9% | $7,339-59.7% |