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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 | $57,061+84.8% | $85,063+23.9% | $80,911+30.3% |
| Participation rate | 15.6% | 56.3%-40.8pp | 67.5%-51.9pp | 67.6%-52.1pp |
| Annual return | 11.26% | 21.66%-10.4pp | 66.54%-55.3pp | 35.63%-24.4pp |
| Employer contribution / active EE | $291 | $1,799-83.8% | $2,727-89.3% | $2,756-89.5% |
| Participant deferral / active EE | $925 | $3,110-70.3% | $4,523-79.5% | $4,297-78.5% |
| Admin fee / account holder | $3,040 | $4,986-39.0% | $6,155-50.6% | $6,935-56.2% |