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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 | $88,282 | $53,128+66.2% | $86,582+2.0% | $70,126+25.9% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 21.10% | 27.66%-6.6pp | 965.08%-944.0pp | 73.15%-52.0pp |
| Employer contribution / active EE | $945 | $2,068-54.3% | $2,839-66.7% | $2,343-59.7% |
| Participant deferral / active EE | $1,555 | $2,695-42.3% | $3,609-56.9% | $3,332-53.3% |
| Admin fee / account holder | $8,182 | $3,584+128.3% | $4,904+66.8% | $4,645+76.1% |