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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 | $135,467 | $45,050+200.7% | $63,018+115.0% | $70,126+93.2% |
| Participation rate | 30.8% | 69.5%-38.7pp | 74.8%-44.0pp | 69.5%-38.8pp |
| Annual return | 21.35% | 18.76%+2.6pp | 87.62%-66.3pp | 73.15%-51.8pp |
| Employer contribution / active EE | $462 | $2,052-77.5% | $2,761-83.3% | $2,343-80.3% |
| Participant deferral / active EE | $3,200 | $2,466+29.8% | $3,330-3.9% | $3,332-3.9% |
| Admin fee / account holder | $10,409 | $2,834+267.3% | $3,601+189.1% | $4,645+124.1% |