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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 | $78,027+84.2% | $178,528-19.5% | $80,925+77.6% |
| Participation rate | 51.3% | 65.7%-14.4pp | 77.1%-25.8pp | 67.7%-16.4pp |
| Annual return | 13.01% | 18.09%-5.1pp | 27.11%-14.1pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,154 | $2,281-49.4% | $3,950-70.8% | $2,756-58.1% |
| Participant deferral / active EE | $3,246 | $4,408-26.4% | $6,278-48.3% | $4,299-24.5% |
| Admin fee / account holder | $20,356 | $7,168+184.0% | $10,419+95.4% | $6,940+193.3% |