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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 | $152,473 | $57,057+167.2% | $85,009+79.4% | $80,874+88.5% |
| Participation rate | 22.2% | 56.4%-34.1pp | 67.5%-45.3pp | 67.6%-45.4pp |
| Annual return | 21.19% | 21.66%-0.5pp | 66.47%-45.3pp | 35.62%-14.4pp |
| Employer contribution / active EE | $484 | $1,799-73.1% | $2,728-82.2% | $2,756-82.4% |
| Participant deferral / active EE | $1,381 | $3,112-55.6% | $4,522-69.5% | $4,297-67.9% |
| Admin fee / account holder | $6,278 | $4,986+25.9% | $6,153+2.0% | $6,935-9.5% |