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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 | $228,622 | $78,027+193.0% | $178,528+28.1% | $80,925+182.5% |
| Participation rate | 32.1% | 65.7%-33.6pp | 77.1%-45.0pp | 67.7%-35.6pp |
| Annual return | 16.97% | 18.09%-1.1pp | 27.11%-10.1pp | 35.65%-18.7pp |
| Employer contribution / active EE | $799 | $2,281-65.0% | $3,950-79.8% | $2,756-71.0% |
| Participant deferral / active EE | $2,157 | $4,408-51.1% | $6,278-65.6% | $4,299-49.8% |
| Admin fee / account holder | $29,735 | $7,168+314.9% | $10,419+185.4% | $6,940+328.5% |