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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 | $159,832 | $81,262+96.7% | $155,602+2.7% | $80,911+97.5% |
| Participation rate | 26.9% | 66.2%-39.3pp | 78.2%-51.3pp | 67.6%-40.7pp |
| Annual return | 20.36% | 33.34%-13.0pp | 64.81%-44.5pp | 35.63%-15.3pp |
| Employer contribution / active EE | $599 | $3,102-80.7% | $4,675-87.2% | $2,756-78.3% |
| Participant deferral / active EE | $913 | $3,451-73.6% | $5,629-83.8% | $4,297-78.8% |
| Admin fee / account holder | $889 | $7,992-88.9% | $15,923-94.4% | $6,935-87.2% |