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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 | $159,216 | $35,183+352.5% | $73,550+116.5% | $70,126+127.0% |
| Participation rate | 10.7% | 42.9%-32.2pp | 54.9%-44.2pp | 69.5%-58.8pp |
| Annual return | 16.93% | 26.90%-10.0pp | -15.16%+32.1pp | 73.15%-56.2pp |
| Employer contribution / active EE | $273 | $709-61.4% | $1,219-77.6% | $2,343-88.3% |
| Participant deferral / active EE | $839 | $1,220-31.2% | $1,804-53.5% | $3,332-74.8% |
| Admin fee / account holder | $936 | $2,302-59.3% | $2,320-59.6% | $4,645-79.8% |