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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 | $122,924 | $77,908+57.8% | $149,696-17.9% | $75,173+63.5% |
| Participation rate | 58.0% | 65.6%-7.6pp | 78.8%-20.8pp | 67.2%-9.2pp |
| Annual return | 19.11% | 31.73%-12.6pp | 134.46%-115.3pp | 160.72%-141.6pp |
| Employer contribution / active EE | $447 | $3,138-85.8% | $4,821-90.7% | $2,671-83.3% |
| Participant deferral / active EE | $2,785 | $3,411-18.3% | $5,682-51.0% | $4,126-32.5% |
| Admin fee / account holder | $1,115 | $5,950-81.3% | $13,212-91.6% | $5,651-80.3% |