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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 | $98,084 | $57,752+69.8% | $112,273-12.6% | $71,495+37.2% |
| Participation rate | 24.2% | 58.8%-34.6pp | 72.4%-48.2pp | 67.9%-43.7pp |
| Annual return | 19.29% | 18.25%+1.0pp | 30.23%-10.9pp | 28.85%-9.6pp |
| Employer contribution / active EE | $969 | $1,912-49.3% | $3,431-71.8% | $2,589-62.6% |
| Participant deferral / active EE | $1,637 | $2,860-42.8% | $4,800-65.9% | $4,291-61.8% |
| Admin fee / account holder | $2,124 | $1,586+33.9% | $7,752-72.6% | $1,588+33.8% |