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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 | $123,907 | $84,236+47.1% | $170,435-27.3% | $70,126+76.7% |
| Participation rate | 28.6% | 70.8%-42.3pp | 83.6%-55.0pp | 69.5%-41.0pp |
| Annual return | 20.26% | 23.06%-2.8pp | 205.94%-185.7pp | 73.15%-52.9pp |
| Employer contribution / active EE | $881 | $3,387-74.0% | $5,432-83.8% | $2,343-62.4% |
| Participant deferral / active EE | $1,542 | $3,086-50.0% | $4,939-68.8% | $3,332-53.7% |
| Admin fee / account holder | $1,434 | $5,698-74.8% | $13,881-89.7% | $4,645-69.1% |