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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 | $132,395 | $75,541+75.3% | $152,093-13.0% | $82,637+60.2% |
| Participation rate | 17.0% | 66.5%-49.5pp | 77.8%-60.7pp | 68.1%-51.0pp |
| Annual return | 28.35% | 32.56%-4.2pp | 66.36%-38.0pp | 53.51%-25.2pp |
| Employer contribution / active EE | $817 | $2,622-68.8% | $4,175-80.4% | $2,552-68.0% |
| Participant deferral / active EE | $2,055 | $3,206-35.9% | $5,451-62.3% | $4,126-50.2% |
| Admin fee / account holder | $862 | $6,405-86.5% | $14,497-94.1% | $7,339-88.3% |