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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 | $93,686 | $44,984+108.3% | $85,009+10.2% | $74,546+25.7% |
| Participation rate | 32.1% | 49.4%-17.3pp | 67.5%-35.5pp | 67.2%-35.2pp |
| Annual return | 14.01% | 26.25%-12.2pp | 66.47%-52.5pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $1,023 | $1,458-29.9% | $2,728-62.5% | $2,624-61.0% |
| Participant deferral / active EE | $2,526 | $2,733-7.6% | $4,522-44.1% | $4,347-41.9% |
| Admin fee / account holder | $958 | $2,208-56.6% | $6,153-84.4% | $1,944-50.7% |