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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 | $144,702 | $78,027+85.5% | $178,528-18.9% | $80,925+78.8% |
| Participation rate | 37.0% | 65.7%-28.6pp | 77.1%-40.1pp | 67.7%-30.6pp |
| Annual return | 15.98% | 18.09%-2.1pp | 27.11%-11.1pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,351 | $2,281-40.8% | $3,950-65.8% | $2,756-51.0% |
| Participant deferral / active EE | $3,815 | $4,408-13.4% | $6,278-39.2% | $4,299-11.3% |
| Admin fee / account holder | $803 | $7,168-88.8% | $10,419-92.3% | $6,940-88.4% |