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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 | $121,859 | $58,627+107.9% | $76,735+58.8% | $82,448+47.8% |
| Participation rate | 55.4% | 63.2%-7.8pp | 69.5%-14.1pp | 68.1%-12.6pp |
| Annual return | 14.41% | 39.10%-24.7pp | 29.77%-15.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $365 | $1,729-78.9% | $2,454-85.1% | $2,551-85.7% |
| Participant deferral / active EE | $2,835 | $3,134-9.5% | $4,088-30.6% | $4,139-31.5% |
| Admin fee / account holder | $1,607 | $5,323-69.8% | $7,189-77.7% | $7,234-77.8% |