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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 | $45,126+107.6% | $85,187+10.0% | $74,459+25.8% |
| Participation rate | 32.1% | 49.4%-17.3pp | 67.5%-35.5pp | 67.2%-35.2pp |
| Annual return | 14.01% | 26.30%-12.3pp | 66.67%-52.7pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $1,023 | $1,460-29.9% | $2,732-62.6% | $2,626-61.0% |
| Participant deferral / active EE | $2,526 | $2,738-7.8% | $4,525-44.2% | $4,350-41.9% |
| Admin fee / account holder | $958 | $2,212-56.7% | $6,162-84.4% | $1,945-50.7% |