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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 | $100,950 | $49,024+105.9% | $112,860-10.6% | $87,485+15.4% |
| Participation rate | 21.6% | 62.2%-40.6pp | 66.3%-44.7pp | 68.9%-47.3pp |
| Annual return | 13.72% | 43.86%-30.1pp | 35.26%-21.5pp | 26.06%-12.3pp |
| Employer contribution / active EE | $601 | $1,290-53.4% | $2,206-72.8% | $2,596-76.9% |
| Participant deferral / active EE | $1,953 | $2,209-11.6% | $3,493-44.1% | $4,274-54.3% |
| Admin fee / account holder | $9,326 | $6,266+48.8% | $6,841+36.3% | $7,775+19.9% |