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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 | $29,733+191.8% | $56,025+54.9% | $80,959+7.2% |
| Participation rate | 12.0% | 41.7%-29.7pp | 52.5%-40.5pp | 67.7%-55.7pp |
| Annual return | 10.61% | 35.28%-24.7pp | 1712.69%-1702.1pp | 35.67%-25.1pp |
| Employer contribution / active EE | $265 | $672-60.5% | $1,042-74.6% | $2,757-90.4% |
| Participant deferral / active EE | $1,201 | $1,229-2.3% | $1,955-38.6% | $4,300-72.1% |
| Admin fee / account holder | $4,774 | $2,434+96.2% | $2,828+68.8% | $6,925-31.1% |