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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 | $164,523 | $77,908+111.2% | $149,696+9.9% | $75,173+118.9% |
| Participation rate | 19.6% | 65.6%-45.9pp | 78.8%-59.1pp | 67.2%-47.6pp |
| Annual return | 17.58% | 31.73%-14.1pp | 134.46%-116.9pp | 160.72%-143.1pp |
| Employer contribution / active EE | $783 | $3,138-75.0% | $4,821-83.8% | $2,671-70.7% |
| Participant deferral / active EE | $2,117 | $3,411-37.9% | $5,682-62.7% | $4,126-48.7% |
| Admin fee / account holder | $2,287 | $5,950-61.6% | $13,212-82.7% | $5,651-59.5% |