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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 | $144,860 | $93,346+55.2% | $71,796+101.8% | $273,972-47.1% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | 6.22% | 130.39%-124.2pp | 78.04%-71.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $591 | $2,733-78.4% | $1,924-69.3% | $4,869-87.9% |
| Participant deferral / active EE | $2,675 | $3,475-23.0% | $2,794-4.3% | $5,287-49.4% |
| Admin fee / account holder | $1,692 | $6,571-74.3% | $4,815-64.9% | $10,133-83.3% |