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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 | $110,806 | $32,117+245.0% | $71,086+55.9% | $64,173+72.7% |
| Participation rate | 27.1% | 42.7%-15.6pp | 54.7%-27.6pp | 69.6%-42.5pp |
| Annual return | 6.06% | -5.57%+11.6pp | 650.59%-644.5pp | 7.63%-1.6pp |
| Employer contribution / active EE | $228 | $712-68.0% | $1,088-79.0% | $2,381-90.4% |
| Participant deferral / active EE | $637 | $1,263-49.5% | $1,874-66.0% | $3,470-81.6% |
| Admin fee / account holder | $663 | $2,759-76.0% | $3,082-78.5% | $4,887-86.4% |