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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 | $66,008 | $48,118+37.2% | $136,833-51.8% | $94,015-29.8% |
| Participation rate | 7.1% | 47.4%-40.2pp | 59.0%-51.9pp | 70.8%-63.7pp |
| Annual return | 12.11% | 14.65%-2.5pp | 35.32%-23.2pp | 17.84%-5.7pp |
| Employer contribution / active EE | $139 | $821-83.1% | $1,319-89.5% | $2,790-95.0% |
| Participant deferral / active EE | $1,570 | $1,651-4.9% | $2,441-35.7% | $4,249-63.0% |
| Admin fee / account holder | $49,086 | $3,059+1504.5% | $4,706+943.1% | $8,951+448.4% |