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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 | $115,857 | $127,779-9.3% | $106,551+8.7% | $167,518-30.8% |
| Participation rate | 27.3% | 78.3%-51.0pp | 76.1%-48.9pp | 82.1%-54.8pp |
| Annual return | 9.32% | 33.87%-24.6pp | 26.80%-17.5pp | 478.71%-469.4pp |
| Employer contribution / active EE | $546 | $3,427-84.1% | $2,819-80.6% | $4,838-88.7% |
| Participant deferral / active EE | $2,350 | $5,088-53.8% | $4,398-46.6% | $6,342-62.9% |
| Admin fee / account holder | $19,380 | $11,228+72.6% | $7,408+161.6% | $12,312+57.4% |