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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 | $91,881 | $61,391+49.7% | $149,723-38.6% | $71,529+28.5% |
| Participation rate | 25.2% | 62.5%-37.3pp | 78.8%-53.6pp | 67.9%-42.8pp |
| Annual return | 15.48% | 35.88%-20.4pp | 134.50%-119.0pp | 28.97%-13.5pp |
| Employer contribution / active EE | $668 | $2,384-72.0% | $4,821-86.1% | $2,590-74.2% |
| Participant deferral / active EE | $1,359 | $2,921-53.5% | $5,682-76.1% | $4,291-68.3% |
| Admin fee / account holder | $3,114 | $1,264+146.4% | $13,215-76.4% | $1,588+96.1% |