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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 | $105,641 | $57,061+85.1% | $85,063+24.2% | $80,911+30.6% |
| Participation rate | 11.5% | 56.3%-44.9pp | 67.5%-56.0pp | 67.6%-56.2pp |
| Annual return | 12.98% | 21.66%-8.7pp | 66.54%-53.6pp | 35.63%-22.6pp |
| Employer contribution / active EE | $615 | $1,799-65.8% | $2,727-77.4% | $2,756-77.7% |
| Participant deferral / active EE | $1,361 | $3,110-56.3% | $4,523-69.9% | $4,297-68.3% |
| Admin fee / account holder | $12,244 | $4,986+145.5% | $6,155+98.9% | $6,935+76.6% |