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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 | $95,774 | $81,446+17.6% | $103,374-7.4% | $80,874+18.4% |
| Participation rate | 24.6% | 66.9%-42.3pp | 74.5%-49.9pp | 67.6%-43.1pp |
| Annual return | 10.74% | 25.57%-14.8pp | 24.89%-14.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,264 | $3,107-59.3% | $3,869-67.3% | $2,756-54.1% |
| Participant deferral / active EE | $2,137 | $3,870-44.8% | $5,058-57.7% | $4,297-50.3% |
| Admin fee / account holder | $9,108 | $6,715+35.6% | $8,394+8.5% | $6,935+31.3% |