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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 | $167,424 | $84,518+98.1% | $67,704+147.3% | $125,389+33.5% |
| Participation rate | 33.3% | 74.8%-41.5pp | 67.5%-34.2pp | 83.2%-49.9pp |
| Annual return | 0.72% | 2.57%-1.9pp | 25.41%-24.7pp | 282.24%-281.5pp |
| Employer contribution / active EE | $995 | $3,292-69.8% | $2,559-61.1% | $4,866-79.6% |
| Participant deferral / active EE | $3,332 | $4,430-24.8% | $3,585-7.1% | $5,352-37.7% |
| Admin fee / account holder | $4,835 | $5,340-9.5% | $4,255+13.6% | $9,541-49.3% |