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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 | $129,387 | $67,411+91.9% | $91,004+42.2% | $70,126+84.5% |
| Participation rate | 37.2% | 71.4%-34.2pp | 75.6%-38.4pp | 69.5%-32.3pp |
| Annual return | 12.99% | -40.16%+53.2pp | 4.60%+8.4pp | 73.15%-60.2pp |
| Employer contribution / active EE | $924 | $1,786-48.3% | $2,456-62.4% | $2,343-60.6% |
| Participant deferral / active EE | $3,126 | $2,823+10.8% | $3,548-11.9% | $3,332-6.2% |
| Admin fee / account holder | $1,370 | $4,236-67.7% | $5,417-74.7% | $4,645-70.5% |