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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 | $134,280 | $67,602+98.6% | $82,312+63.1% | $70,126+91.5% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.9%-23.3pp | 69.5%-16.0pp |
| Annual return | 15.81% | 21.57%-5.8pp | 25.88%-10.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,670 | $1,755-4.8% | $2,428-31.2% | $2,343-28.7% |
| Participant deferral / active EE | $4,059 | $2,987+35.9% | $3,706+9.5% | $3,332+21.8% |
| Admin fee / account holder | $1,125 | $4,512-75.1% | $5,608-79.9% | $4,645-75.8% |