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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 | $79,284 | $45,041+76.0% | $63,003+25.8% | $70,131+13.1% |
| Participation rate | 38.4% | 69.5%-31.2pp | 74.8%-36.5pp | 69.5%-31.2pp |
| Annual return | 11.85% | 18.76%-6.9pp | 87.59%-75.7pp | 73.14%-61.3pp |
| Employer contribution / active EE | $495 | $2,052-75.9% | $2,760-82.1% | $2,342-78.9% |
| Participant deferral / active EE | $2,148 | $2,465-12.9% | $3,329-35.5% | $3,332-35.5% |
| Admin fee / account holder | $1,653 | $2,836-41.7% | $3,600-54.1% | $4,645-64.4% |