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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 | $76,407+73.3% | $150,298-11.9% | $82,448+60.6% |
| Participation rate | 17.0% | 66.4%-49.4pp | 77.8%-60.7pp | 68.1%-51.0pp |
| Annual return | 28.35% | 39.99%-11.6pp | 62.79%-34.4pp | 41.64%-13.3pp |
| Employer contribution / active EE | $817 | $2,614-68.7% | $4,154-80.3% | $2,551-68.0% |
| Participant deferral / active EE | $2,055 | $3,214-36.1% | $5,453-62.3% | $4,139-50.4% |
| Admin fee / account holder | $862 | $6,352-86.4% | $14,116-93.9% | $7,234-88.1% |