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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 | $88,602 | $41,016+116.0% | $152,093-41.7% | $64,097+38.2% |
| Participation rate | 40.6% | 51.3%-10.7pp | 77.8%-37.1pp | 55.2%-14.6pp |
| Annual return | 14.20% | 39.60%-25.4pp | 66.36%-52.2pp | 34.64%-20.4pp |
| Employer contribution / active EE | $936 | $1,342-30.3% | $4,175-77.6% | $1,891-50.5% |
| Participant deferral / active EE | $2,427 | $1,927+25.9% | $5,451-55.5% | $3,080-21.2% |
| Admin fee / account holder | $5,576 | $2,305+141.9% | $14,497-61.5% | $3,454+61.4% |