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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 | $110,896 | $73,787+50.3% | $98,716+12.3% | $82,448+34.5% |
| Participation rate | 33.3% | 61.4%-28.1pp | 69.3%-36.0pp | 68.1%-34.7pp |
| Annual return | 18.30% | 18.57%-0.3pp | 31.81%-13.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $494 | $1,511-67.3% | $2,279-78.3% | $2,551-80.6% |
| Participant deferral / active EE | $2,077 | $3,081-32.6% | $4,048-48.7% | $4,139-49.8% |
| Admin fee / account holder | $1,014 | $6,500-84.4% | $8,703-88.4% | $7,234-86.0% |