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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 | $89,724 | $45,266+98.2% | $103,693-13.5% | $65,306+37.4% |
| Participation rate | 26.0% | 53.3%-27.3pp | 72.6%-46.6pp | 57.7%-31.7pp |
| Annual return | 16.01% | 25.10%-9.1pp | 47.61%-31.6pp | 21.94%-5.9pp |
| Employer contribution / active EE | $733 | $1,765-58.5% | $2,920-74.9% | $1,967-62.8% |
| Participant deferral / active EE | $1,900 | $2,099-9.5% | $4,579-58.5% | $2,959-35.8% |
| Admin fee / account holder | $8,926 | $3,221+177.1% | $7,858+13.6% | $3,480+156.5% |