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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 | $45,022+101.3% | $85,126+6.4% | $77,714+16.6% |
| Participation rate | 13.8% | 48.7%-34.9pp | 67.5%-53.7pp | 70.6%-56.8pp |
| Annual return | 17.48% | 79.38%-61.9pp | 66.63%-49.2pp | 31.26%-13.8pp |
| Employer contribution / active EE | $738 | $1,610-54.2% | $2,731-73.0% | $2,727-72.9% |
| Participant deferral / active EE | $1,478 | $2,811-47.4% | $4,523-67.3% | $4,649-68.2% |
| Admin fee / account holder | $947 | $913+3.7% | $6,160-84.6% | $433+118.5% |