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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 | $92,752 | $46,534+99.3% | $64,097+44.7% | $75,177+23.4% |
| Participation rate | 43.8% | 65.9%-22.2pp | 72.3%-28.6pp | 67.2%-23.5pp |
| Annual return | 14.36% | 26.07%-11.7pp | 33.75%-19.4pp | 160.75%-146.4pp |
| Employer contribution / active EE | $1,444 | $1,976-26.9% | $2,750-47.5% | $2,671-45.9% |
| Participant deferral / active EE | $2,172 | $2,835-23.4% | $3,881-44.1% | $4,126-47.4% |
| Admin fee / account holder | $3,361 | $2,957+13.7% | $3,070+9.5% | $5,651-40.5% |