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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 | $86,770 | $29,667+192.5% | $56,441+53.7% | $80,874+7.3% |
| Participation rate | 12.0% | 41.7%-29.7pp | 52.5%-40.5pp | 67.6%-55.6pp |
| Annual return | 10.61% | 35.22%-24.6pp | 1704.21%-1693.6pp | 35.62%-25.0pp |
| Employer contribution / active EE | $265 | $669-60.4% | $1,039-74.5% | $2,756-90.4% |
| Participant deferral / active EE | $1,201 | $1,227-2.1% | $1,953-38.5% | $4,297-72.0% |
| Admin fee / account holder | $4,774 | $2,429+96.5% | $2,829+68.7% | $6,935-31.2% |