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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 | $106,775 | $76,407+39.7% | $150,298-29.0% | $82,448+29.5% |
| Participation rate | 30.8% | 66.4%-35.6pp | 77.8%-47.0pp | 68.1%-37.3pp |
| Annual return | 17.85% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $908 | $2,614-65.3% | $4,154-78.2% | $2,551-64.4% |
| Participant deferral / active EE | $2,384 | $3,214-25.8% | $5,453-56.3% | $4,139-42.4% |
| Admin fee / account holder | $2,779 | $6,352-56.2% | $14,116-80.3% | $7,234-61.6% |