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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 | $151,585 | $70,486+115.1% | $100,528+50.8% | $79,852+89.8% |
| Participation rate | 69.2% | 73.6%-4.4pp | 79.4%-10.2pp | 69.6%-0.4pp |
| Annual return | 16.23% | 21.90%-5.7pp | 30.90%-14.7pp | 31.72%-15.5pp |
| Employer contribution / active EE | $376 | $2,165-82.6% | $3,419-89.0% | $2,471-84.8% |
| Participant deferral / active EE | $3,316 | $5,182-36.0% | $6,271-47.1% | $3,740-11.3% |
| Admin fee / account holder | $10,434 | $4,480+132.9% | $8,084+29.1% | $5,306+96.6% |