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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 | $135,503 | $51,638+162.4% | $129,406+4.7% | $80,959+67.4% |
| Participation rate | 38.3% | 56.9%-18.6pp | 69.6%-31.4pp | 67.7%-29.4pp |
| Annual return | 15.19% | 20.78%-5.6pp | 9468.18%-9453.0pp | 35.67%-20.5pp |
| Employer contribution / active EE | $381 | $1,584-76.0% | $4,155-90.8% | $2,757-86.2% |
| Participant deferral / active EE | $965 | $2,670-63.9% | $4,167-76.8% | $4,300-77.6% |
| Admin fee / account holder | $2,194 | $4,313-49.1% | $7,689-71.5% | $6,925-68.3% |