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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 | $124,982 | $51,708+141.7% | $106,619+17.2% | $62,881+98.8% |
| Participation rate | 28.6% | 66.9%-38.3pp | 78.0%-49.4pp | 69.3%-40.7pp |
| Annual return | 10.46% | 4.69%+5.8pp | 9.42%+1.0pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,112 | $1,764-36.9% | $3,947-71.8% | $2,281-51.2% |
| Participant deferral / active EE | $2,064 | $2,315-10.9% | $3,930-47.5% | $3,203-35.6% |
| Admin fee / account holder | $37,663 | $3,349+1024.7% | $6,418+486.8% | $4,296+776.7% |