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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 | $50,554+255.0% | $67,681+165.2% | $87,485+105.2% |
| Participation rate | 35.0% | 67.7%-32.7pp | 73.7%-38.7pp | 68.9%-33.9pp |
| Annual return | 13.45% | 17.81%-4.4pp | 590.58%-577.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $791 | $1,988-60.2% | $2,678-70.5% | $2,596-69.5% |
| Participant deferral / active EE | $2,328 | $2,961-21.4% | $3,976-41.4% | $4,274-45.5% |
| Admin fee / account holder | $880 | $4,132-78.7% | $6,100-85.6% | $7,775-88.7% |