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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 | $94,460 | $35,183+168.5% | $73,550+28.4% | $70,126+34.7% |
| Participation rate | 16.7% | 42.9%-26.3pp | 54.9%-38.3pp | 69.5%-52.9pp |
| Annual return | 14.59% | 26.90%-12.3pp | -15.16%+29.8pp | 73.15%-58.6pp |
| Employer contribution / active EE | $493 | $709-30.4% | $1,219-59.6% | $2,343-79.0% |
| Participant deferral / active EE | $891 | $1,220-26.9% | $1,804-50.6% | $3,332-73.2% |
| Admin fee / account holder | $1,013 | $2,302-56.0% | $2,320-56.3% | $4,645-78.2% |