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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 | $164,052 | $69,383+136.4% | $101,271+62.0% | $73,493+123.2% |
| Participation rate | 40.2% | 68.4%-28.2pp | 75.8%-35.6pp | 70.7%-30.5pp |
| Annual return | 15.44% | 18.46%-3.0pp | 46.48%-31.0pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,516 | $2,628-42.3% | $3,660-58.6% | $2,270-33.2% |
| Participant deferral / active EE | $4,397 | $3,301+33.2% | $4,371+0.6% | $3,740+17.6% |
| Admin fee / account holder | $20,903 | $704+2870.0% | $5,948+251.5% | $513+3974.0% |