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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 | $141,678 | $72,027+96.7% | $185,861-23.8% | $79,856+77.4% |
| Participation rate | 41.7% | 65.8%-24.1pp | 78.0%-36.4pp | 69.6%-28.0pp |
| Annual return | 26.95% | 23.13%+3.8pp | 35.96%-9.0pp | 31.71%-4.8pp |
| Employer contribution / active EE | $584 | $1,965-70.3% | $4,088-85.7% | $2,471-76.4% |
| Participant deferral / active EE | $1,955 | $3,780-48.3% | $5,634-65.3% | $3,741-47.7% |
| Admin fee / account holder | $9,984 | $4,513+121.2% | $9,503+5.1% | $5,306+88.1% |