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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 | $170,154 | $78,015+118.1% | $178,505-4.7% | $80,959+110.2% |
| Participation rate | 20.5% | 65.7%-45.2pp | 77.1%-56.6pp | 67.7%-47.2pp |
| Annual return | 11.99% | 18.10%-6.1pp | 27.16%-15.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,345 | $2,281-41.0% | $3,955-66.0% | $2,757-51.2% |
| Participant deferral / active EE | $1,596 | $4,406-63.8% | $6,280-74.6% | $4,300-62.9% |
| Admin fee / account holder | $1,497 | $7,160-79.1% | $10,428-85.6% | $6,925-78.4% |