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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 | $80,052 | $41,377+93.5% | $109,313-26.8% | $62,881+27.3% |
| Participation rate | 32.4% | 57.5%-25.1pp | 71.3%-38.8pp | 69.3%-36.9pp |
| Annual return | 6.70% | 11.05%-4.3pp | 22.07%-15.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $630 | $1,276-50.6% | $3,892-83.8% | $2,281-72.4% |
| Participant deferral / active EE | $1,613 | $2,045-21.1% | $3,166-49.1% | $3,203-49.7% |
| Admin fee / account holder | $4,465 | $2,884+54.8% | $5,666-21.2% | $4,296+3.9% |