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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 | $155,014 | $65,367+137.1% | $92,915+66.8% | $72,976+112.4% |
| Participation rate | 20.5% | 68.3%-47.8pp | 76.0%-55.5pp | 69.5%-48.9pp |
| Annual return | 17.71% | 42.11%-24.4pp | 109.45%-91.7pp | 81.02%-63.3pp |
| Employer contribution / active EE | $596 | $2,594-77.0% | $3,653-83.7% | $2,440-75.6% |
| Participant deferral / active EE | $2,031 | $3,128-35.1% | $4,238-52.1% | $3,608-43.7% |
| Admin fee / account holder | $22,005 | $4,251+417.6% | $5,796+279.7% | $5,124+329.4% |