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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 | $104,534 | $47,848+118.5% | $81,473+28.3% | $70,126+49.1% |
| Participation rate | 35.8% | 58.3%-22.5pp | 68.0%-32.2pp | 69.5%-33.7pp |
| Annual return | 19.36% | 27.25%-7.9pp | 38.78%-19.4pp | 73.15%-53.8pp |
| Employer contribution / active EE | $434 | $1,527-71.6% | $2,568-83.1% | $2,343-81.5% |
| Participant deferral / active EE | $2,032 | $2,453-17.2% | $3,537-42.6% | $3,332-39.0% |
| Admin fee / account holder | $2,806 | $3,145-10.8% | $4,561-38.5% | $4,645-39.6% |