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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 | $95,170 | $54,541+74.5% | $78,778+20.8% | $70,126+35.7% |
| Participation rate | 46.2% | 60.8%-14.6pp | 69.2%-23.0pp | 69.5%-23.4pp |
| Annual return | 17.19% | 21.07%-3.9pp | 35.62%-18.4pp | 73.15%-56.0pp |
| Employer contribution / active EE | $796 | $1,089-26.9% | $1,986-59.9% | $2,343-66.0% |
| Participant deferral / active EE | $1,479 | $2,210-33.1% | $2,958-50.0% | $3,332-55.6% |
| Admin fee / account holder | $2,283 | $3,709-38.4% | $5,134-55.5% | $4,645-50.9% |