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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 | $90,612 | $45,031+101.2% | $85,009+6.6% | $77,671+16.7% |
| Participation rate | 13.8% | 48.7%-34.9pp | 67.5%-53.7pp | 70.6%-56.8pp |
| Annual return | 17.48% | 79.22%-61.7pp | 66.47%-49.0pp | 31.21%-13.7pp |
| Employer contribution / active EE | $738 | $1,609-54.2% | $2,728-73.0% | $2,726-72.9% |
| Participant deferral / active EE | $1,478 | $2,807-47.3% | $4,522-67.3% | $4,648-68.2% |
| Admin fee / account holder | $947 | $912+3.8% | $6,153-84.6% | $430+120.0% |