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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 | $97,774 | $48,078+103.4% | $78,676+24.3% | $62,881+55.5% |
| Participation rate | 33.3% | 65.2%-31.9pp | 73.6%-40.2pp | 69.3%-36.0pp |
| Annual return | 6.62% | 31.36%-24.7pp | 62.19%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $932 | $2,015-53.7% | $2,850-67.3% | $2,281-59.1% |
| Participant deferral / active EE | $2,081 | $2,587-19.5% | $3,517-40.8% | $3,203-35.0% |
| Admin fee / account holder | $11,415 | $3,206+256.0% | $4,510+153.1% | $4,296+165.7% |