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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 | $121,831 | $84,236+44.6% | $170,439-28.5% | $70,124+73.7% |
| Participation rate | 14.8% | 70.8%-56.0pp | 83.6%-68.8pp | 69.5%-54.7pp |
| Annual return | 15.59% | 23.06%-7.5pp | 205.94%-190.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $903 | $3,387-73.4% | $5,433-83.4% | $2,342-61.5% |
| Participant deferral / active EE | $1,124 | $3,086-63.6% | $4,939-77.2% | $3,332-66.3% |
| Admin fee / account holder | $9,437 | $5,698+65.6% | $13,881-32.0% | $4,645+103.1% |