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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 | $117,018 | $56,894+105.7% | $84,753+38.1% | $62,881+86.1% |
| Participation rate | 19.6% | 68.5%-49.0pp | 76.6%-57.0pp | 69.3%-49.7pp |
| Annual return | 8.68% | 6.30%+2.4pp | 22.78%-14.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $536 | $2,400-77.7% | $3,574-85.0% | $2,281-76.5% |
| Participant deferral / active EE | $1,361 | $2,709-49.8% | $3,712-63.3% | $3,203-57.5% |
| Admin fee / account holder | $9,807 | $3,581+173.9% | $5,333+83.9% | $4,296+128.3% |