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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 | $103,667 | $49,976+107.4% | $66,674+55.5% | $82,637+25.4% |
| Participation rate | 37.0% | 63.1%-26.1pp | 73.7%-36.6pp | 68.1%-31.0pp |
| Annual return | 14.19% | 39.09%-24.9pp | 321.24%-307.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $824 | $1,988-58.5% | $2,620-68.5% | $2,552-67.7% |
| Participant deferral / active EE | $2,487 | $2,847-12.6% | $4,084-39.1% | $4,126-39.7% |
| Admin fee / account holder | $442 | $4,594-90.4% | $5,098-91.3% | $7,339-94.0% |