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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 | $96,170 | $77,920+23.4% | $149,723-35.8% | $75,177+27.9% |
| Participation rate | 11.5% | 65.6%-54.0pp | 78.8%-67.2pp | 67.2%-55.7pp |
| Annual return | 16.27% | 31.72%-15.5pp | 134.50%-118.2pp | 160.75%-144.5pp |
| Employer contribution / active EE | $786 | $3,138-75.0% | $4,821-83.7% | $2,671-70.6% |
| Participant deferral / active EE | $1,938 | $3,411-43.2% | $5,682-65.9% | $4,126-53.0% |
| Admin fee / account holder | $10,670 | $5,951+79.3% | $13,215-19.3% | $5,651+88.8% |