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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 | $143,696 | $77,962+84.3% | $178,540-19.5% | $80,935+77.5% |
| Participation rate | 51.3% | 65.7%-14.4pp | 77.1%-25.8pp | 67.7%-16.4pp |
| Annual return | 13.01% | 18.10%-5.1pp | 27.15%-14.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,154 | $2,280-49.4% | $3,953-70.8% | $2,757-58.1% |
| Participant deferral / active EE | $3,246 | $4,404-26.3% | $6,281-48.3% | $4,299-24.5% |
| Admin fee / account holder | $20,356 | $7,156+184.5% | $10,424+95.3% | $6,924+194.0% |