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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 | $143,744 | $93,346+54.0% | $71,796+100.2% | $273,972-47.5% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.1%-35.8pp | 83.0%-49.7pp |
| Annual return | 7.36% | 130.39%-123.0pp | 78.04%-70.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $789 | $2,733-71.1% | $1,924-59.0% | $4,869-83.8% |
| Participant deferral / active EE | $3,755 | $3,475+8.1% | $2,794+34.4% | $5,287-29.0% |
| Admin fee / account holder | $11,207 | $6,571+70.6% | $4,815+132.8% | $10,133+10.6% |