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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 | $92,016 | $54,763+68.0% | $90,324+1.9% | $72,976+26.1% |
| Participation rate | 13.8% | 65.2%-51.4pp | 73.3%-59.5pp | 69.5%-55.7pp |
| Annual return | 26.21% | 30.63%-4.4pp | 78.15%-51.9pp | 81.02%-54.8pp |
| Employer contribution / active EE | $691 | $2,093-67.0% | $2,856-75.8% | $2,440-71.7% |
| Participant deferral / active EE | $1,246 | $2,887-56.8% | $3,885-67.9% | $3,608-65.5% |
| Admin fee / account holder | $6,029 | $3,973+51.7% | $5,356+12.6% | $5,124+17.6% |