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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 | $226,243 | $57,590+292.8% | $86,233+162.4% | $82,448+174.4% |
| Participation rate | 19.2% | 57.9%-38.6pp | 69.0%-49.8pp | 68.1%-48.8pp |
| Annual return | 21.03% | 22.41%-1.4pp | 61.39%-40.4pp | 41.64%-20.6pp |
| Employer contribution / active EE | $583 | $1,655-64.8% | $2,504-76.7% | $2,551-77.1% |
| Participant deferral / active EE | $1,844 | $3,080-40.1% | $4,559-59.6% | $4,139-55.5% |
| Admin fee / account holder | $2,828 | $4,730-40.2% | $8,342-66.1% | $7,234-60.9% |