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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 | $113,892 | $58,828+93.6% | $78,002+46.0% | $62,881+81.1% |
| Participation rate | 47.2% | 71.1%-23.8pp | 75.5%-28.3pp | 69.3%-22.1pp |
| Annual return | 12.82% | 17.16%-4.3pp | 425.99%-413.2pp | 20.14%-7.3pp |
| Employer contribution / active EE | $1,106 | $1,672-33.8% | $2,470-55.2% | $2,281-51.5% |
| Participant deferral / active EE | $3,666 | $2,686+36.5% | $3,497+4.8% | $3,203+14.5% |
| Admin fee / account holder | $2,080 | $4,393-52.7% | $5,481-62.1% | $4,296-51.6% |