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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 | $214,960 | $76,834+179.8% | $108,359+98.4% | $87,485+145.7% |
| Participation rate | 27.9% | 61.7%-33.9pp | 70.1%-42.3pp | 68.9%-41.1pp |
| Annual return | 14.57% | 19.09%-4.5pp | 36.89%-22.3pp | 26.06%-11.5pp |
| Employer contribution / active EE | $651 | $1,556-58.1% | $2,399-72.9% | $2,596-74.9% |
| Participant deferral / active EE | $1,462 | $3,100-52.8% | $4,137-64.6% | $4,274-65.8% |
| Admin fee / account holder | $1,514 | $6,537-76.8% | $9,741-84.5% | $7,775-80.5% |