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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 | $89,471 | $49,255+81.6% | $70,494+26.9% | $79,856+12.0% |
| Participation rate | 42.6% | 69.2%-26.5pp | 75.1%-32.4pp | 69.6%-27.0pp |
| Annual return | 15.16% | 30.10%-14.9pp | 109.16%-94.0pp | 31.71%-16.5pp |
| Employer contribution / active EE | $681 | $2,100-67.6% | $2,738-75.1% | $2,471-72.5% |
| Participant deferral / active EE | $2,161 | $2,768-21.9% | $3,711-41.8% | $3,741-42.2% |
| Admin fee / account holder | $6,429 | $2,879+123.3% | $3,848+67.1% | $5,306+21.2% |