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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 | $107,576 | $58,099+85.2% | $76,902+39.9% | $75,177+43.1% |
| Participation rate | 38.3% | 63.9%-25.6pp | 69.6%-31.3pp | 67.2%-28.9pp |
| Annual return | 16.31% | 26.71%-10.4pp | 37.91%-21.6pp | 160.75%-144.4pp |
| Employer contribution / active EE | $780 | $1,996-60.9% | $2,534-69.2% | $2,671-70.8% |
| Participant deferral / active EE | $2,091 | $2,999-30.3% | $3,833-45.5% | $4,126-49.3% |
| Admin fee / account holder | $17,613 | $4,778+268.6% | $5,479+221.5% | $5,651+211.7% |