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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 | $81,331+96.5% | $155,534+2.8% | $80,935+97.5% |
| Participation rate | 26.9% | 66.3%-39.3pp | 78.2%-51.3pp | 67.7%-40.7pp |
| Annual return | 20.36% | 33.37%-13.0pp | 64.92%-44.6pp | 35.66%-15.3pp |
| Employer contribution / active EE | $599 | $3,105-80.7% | $4,675-87.2% | $2,757-78.3% |
| Participant deferral / active EE | $913 | $3,454-73.6% | $5,630-83.8% | $4,299-78.8% |
| Admin fee / account holder | $889 | $7,999-88.9% | $15,900-94.4% | $6,924-87.2% |