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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 | $171,731 | $65,041+164.0% | $90,965+88.8% | $79,858+115.0% |
| Participation rate | 13.2% | 61.6%-48.4pp | 69.0%-55.8pp | 69.6%-56.4pp |
| Annual return | 22.33% | 30.45%-8.1pp | 134.57%-112.2pp | 31.72%-9.4pp |
| Employer contribution / active EE | $349 | $1,247-72.0% | $2,122-83.6% | $2,471-85.9% |
| Participant deferral / active EE | $1,416 | $2,512-43.6% | $3,373-58.0% | $3,740-62.1% |
| Admin fee / account holder | $4,769 | $4,536+5.1% | $5,960-20.0% | $5,306-10.1% |