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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 | $179,476 | $55,457+223.6% | $77,361+132.0% | $94,015+90.9% |
| Participation rate | 35.0% | 69.8%-34.8pp | 75.0%-40.0pp | 70.8%-35.8pp |
| Annual return | 13.45% | 15.57%-2.1pp | 1011.54%-998.1pp | 17.84%-4.4pp |
| Employer contribution / active EE | $791 | $2,255-64.9% | $2,990-73.6% | $2,790-71.7% |
| Participant deferral / active EE | $2,328 | $3,069-24.2% | $3,911-40.5% | $4,249-45.2% |
| Admin fee / account holder | $880 | $4,334-79.7% | $5,894-85.1% | $8,951-90.2% |