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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 | $83,240 | $37,446+122.3% | $77,513+7.4% | $79,852+4.2% |
| Participation rate | 33.3% | 41.5%-8.2pp | 54.2%-20.9pp | 69.6%-36.3pp |
| Annual return | 12.01% | 39.76%-27.7pp | 54.81%-42.8pp | 31.72%-19.7pp |
| Employer contribution / active EE | $275 | $637-56.8% | $987-72.1% | $2,471-88.9% |
| Participant deferral / active EE | $632 | $1,261-49.9% | $1,861-66.1% | $3,740-83.1% |
| Admin fee / account holder | $1,832 | $2,506-26.9% | $2,859-35.9% | $5,306-65.5% |