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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 | $102,403 | $149,446-31.5% | $256,809-60.1% | $94,015+8.9% |
| Participation rate | 59.5% | 85.3%-25.8pp | 88.5%-29.0pp | 70.8%-11.3pp |
| Annual return | 12.66% | 17.55%-4.9pp | 32.73%-20.1pp | 17.84%-5.2pp |
| Employer contribution / active EE | $2,370 | $4,596-48.4% | $7,263-67.4% | $2,790-15.0% |
| Participant deferral / active EE | $4,243 | $6,491-34.6% | $9,520-55.4% | $4,249-0.1% |
| Admin fee / account holder | $35,135 | $24,035+46.2% | $25,146+39.7% | $8,951+292.5% |