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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 | $105,430 | $57,140+84.5% | $85,240+23.7% | $80,959+30.2% |
| Participation rate | 15.6% | 56.4%-40.8pp | 67.5%-51.9pp | 67.7%-52.1pp |
| Annual return | 11.26% | 21.71%-10.5pp | 66.75%-55.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $291 | $1,802-83.9% | $2,735-89.4% | $2,757-89.5% |
| Participant deferral / active EE | $925 | $3,115-70.3% | $4,527-79.6% | $4,300-78.5% |
| Admin fee / account holder | $3,040 | $4,992-39.1% | $6,165-50.7% | $6,925-56.1% |