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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 | $139,632 | $57,590+142.5% | $86,233+61.9% | $82,448+69.4% |
| Participation rate | 14.0% | 57.9%-43.9pp | 69.0%-55.1pp | 68.1%-54.1pp |
| Annual return | 18.82% | 22.41%-3.6pp | 61.39%-42.6pp | 41.64%-22.8pp |
| Employer contribution / active EE | $643 | $1,655-61.2% | $2,504-74.3% | $2,551-74.8% |
| Participant deferral / active EE | $1,305 | $3,080-57.6% | $4,559-71.4% | $4,139-68.5% |
| Admin fee / account holder | $787 | $4,730-83.4% | $8,342-90.6% | $7,234-89.1% |