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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 | $97,018 | $87,132+11.3% | $105,624-8.1% | $80,959+19.8% |
| Participation rate | 25.0% | 70.4%-45.4pp | 75.3%-50.3pp | 67.7%-42.7pp |
| Annual return | 12.77% | 17.03%-4.3pp | 116.20%-103.4pp | 35.67%-22.9pp |
| Employer contribution / active EE | $692 | $2,397-71.1% | $3,168-78.2% | $2,757-74.9% |
| Participant deferral / active EE | $3,101 | $3,985-22.2% | $5,013-38.1% | $4,300-27.9% |
| Admin fee / account holder | $2,037 | $8,449-75.9% | $10,961-81.4% | $6,925-70.6% |