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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 | $225,118 | $47,848+370.5% | $81,473+176.3% | $70,126+221.0% |
| Participation rate | 10.7% | 58.3%-47.6pp | 68.0%-57.2pp | 69.5%-58.8pp |
| Annual return | 14.35% | 27.25%-12.9pp | 38.78%-24.4pp | 73.15%-58.8pp |
| Employer contribution / active EE | $225 | $1,527-85.3% | $2,568-91.3% | $2,343-90.4% |
| Participant deferral / active EE | $1,851 | $2,453-24.5% | $3,537-47.7% | $3,332-44.4% |
| Admin fee / account holder | $2,131 | $3,145-32.2% | $4,561-53.3% | $4,645-54.1% |