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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 | $126,474 | $87,037+45.3% | $106,201+19.1% | $80,874+56.4% |
| Participation rate | 62.7% | 70.4%-7.7pp | 75.3%-12.6pp | 67.6%-4.9pp |
| Annual return | 10.77% | 17.05%-6.3pp | 116.26%-105.5pp | 35.62%-24.8pp |
| Employer contribution / active EE | $795 | $2,396-66.8% | $3,170-74.9% | $2,756-71.1% |
| Participant deferral / active EE | $4,182 | $3,986+4.9% | $5,012-16.6% | $4,297-2.7% |
| Admin fee / account holder | $5,399 | $8,434-36.0% | $11,039-51.1% | $6,935-22.2% |