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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 | $180,422 | $63,342+184.8% | $92,235+95.6% | $70,131+157.3% |
| Participation rate | 27.7% | 68.7%-41.0pp | 76.5%-48.8pp | 69.5%-41.9pp |
| Annual return | 14.78% | 530.15%-515.4pp | 176.28%-161.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $794 | $2,471-67.9% | $3,679-78.4% | $2,342-66.1% |
| Participant deferral / active EE | $2,767 | $2,854-3.0% | $3,897-29.0% | $3,332-16.9% |
| Admin fee / account holder | $7,842 | $3,840+104.2% | $5,194+51.0% | $4,645+68.8% |