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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 | $90,464 | $48,314+87.2% | $67,561+33.9% | $80,925+11.8% |
| Participation rate | 41.7% | 66.4%-24.7pp | 72.9%-31.2pp | 67.7%-26.0pp |
| Annual return | 14.60% | 18.28%-3.7pp | 3525.44%-3510.8pp | 35.65%-21.0pp |
| Employer contribution / active EE | $1,322 | $2,022-34.6% | $2,735-51.7% | $2,756-52.0% |
| Participant deferral / active EE | $2,723 | $2,927-7.0% | $4,003-32.0% | $4,299-36.7% |
| Admin fee / account holder | $7,193 | $3,690+94.9% | $4,006+79.6% | $6,940+3.6% |