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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 | $115,060 | $43,730+163.1% | $66,674+72.6% | $64,097+79.5% |
| Participation rate | 21.3% | 50.7%-29.4pp | 73.7%-52.4pp | 55.2%-33.9pp |
| Annual return | 17.33% | 53.62%-36.3pp | 321.24%-303.9pp | 34.64%-17.3pp |
| Employer contribution / active EE | $632 | $1,673-62.2% | $2,620-75.9% | $1,891-66.6% |
| Participant deferral / active EE | $1,232 | $2,122-41.9% | $4,084-69.8% | $3,080-60.0% |
| Admin fee / account holder | $4,015 | $2,708+48.3% | $5,098-21.2% | $3,454+16.2% |