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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 | $150,013 | $87,132+72.2% | $105,624+42.0% | $80,959+85.3% |
| Participation rate | 47.3% | 70.4%-23.2pp | 75.3%-28.0pp | 67.7%-20.4pp |
| Annual return | 11.58% | 17.03%-5.5pp | 116.20%-104.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $773 | $2,397-67.7% | $3,168-75.6% | $2,757-72.0% |
| Participant deferral / active EE | $2,953 | $3,985-25.9% | $5,013-41.1% | $4,300-31.3% |
| Admin fee / account holder | $3,128 | $8,449-63.0% | $10,961-71.5% | $6,925-54.8% |