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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 | $45,343+95.4% | $150,298-41.0% | $67,986+30.3% |
| Participation rate | 40.6% | 51.9%-11.2pp | 77.8%-37.1pp | 57.2%-16.6pp |
| Annual return | 14.20% | 33.28%-19.1pp | 62.79%-48.6pp | 31.67%-17.5pp |
| Employer contribution / active EE | $936 | $1,462-36.0% | $4,154-77.5% | $2,019-53.6% |
| Participant deferral / active EE | $2,427 | $2,055+18.1% | $5,453-55.5% | $3,358-27.7% |
| Admin fee / account holder | $5,576 | $2,250+147.8% | $14,116-60.5% | $3,203+74.1% |