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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 | $174,394 | $59,839+191.4% | $81,988+112.7% | $79,858+118.4% |
| Participation rate | 10.8% | 61.6%-50.8pp | 69.3%-58.4pp | 69.6%-58.8pp |
| Annual return | 15.06% | 17.56%-2.5pp | 41.31%-26.2pp | 31.72%-16.7pp |
| Employer contribution / active EE | $377 | $1,713-78.0% | $2,498-84.9% | $2,471-84.8% |
| Participant deferral / active EE | $1,000 | $2,695-62.9% | $3,722-73.1% | $3,740-73.3% |
| Admin fee / account holder | $651 | $4,287-84.8% | $5,665-88.5% | $5,306-87.7% |