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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 | $124,791 | $76,407+63.3% | $150,298-17.0% | $82,448+51.4% |
| Participation rate | 40.0% | 66.4%-26.4pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 14.08% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $306 | $2,614-88.3% | $4,154-92.6% | $2,551-88.0% |
| Participant deferral / active EE | $2,100 | $3,214-34.7% | $5,453-61.5% | $4,139-49.3% |
| Admin fee / account holder | $2,346 | $6,352-63.1% | $14,116-83.4% | $7,234-67.6% |