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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 | $244,118 | $105,623+131.1% | $87,502+179.0% | $273,972-10.9% |
| Participation rate | 22.2% | 78.2%-56.0pp | 73.8%-51.6pp | 83.0%-60.8pp |
| Annual return | 4.27% | 12.26%-8.0pp | 12.21%-7.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $733 | $3,141-76.6% | $2,550-71.2% | $4,869-84.9% |
| Participant deferral / active EE | $4,000 | $3,601+11.1% | $3,149+27.0% | $5,287-24.3% |
| Admin fee / account holder | $3,259 | $4,781-31.8% | $4,221-22.8% | $10,133-67.8% |