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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 | $122,171 | $77,962+56.7% | $178,540-31.6% | $80,935+50.9% |
| Participation rate | 32.6% | 65.7%-33.1pp | 77.1%-44.5pp | 67.7%-35.1pp |
| Annual return | 11.50% | 18.10%-6.6pp | 27.15%-15.6pp | 35.66%-24.2pp |
| Employer contribution / active EE | $988 | $2,280-56.7% | $3,953-75.0% | $2,757-64.2% |
| Participant deferral / active EE | $2,496 | $4,404-43.3% | $6,281-60.3% | $4,299-42.0% |
| Admin fee / account holder | $4,249 | $7,156-40.6% | $10,424-59.2% | $6,924-38.6% |