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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 | $123,568 | $91,037+35.7% | $71,671+72.4% | $147,586-16.3% |
| Participation rate | 33.3% | 76.1%-42.8pp | 68.7%-35.4pp | 82.8%-49.5pp |
| Annual return | 17.55% | 20.48%-2.9pp | 20.65%-3.1pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,537 | $3,327-53.8% | $2,460-37.5% | $4,876-68.5% |
| Participant deferral / active EE | $3,764 | $4,498-16.3% | $3,438+9.5% | $5,439-30.8% |
| Admin fee / account holder | $1,774 | $8,613-79.4% | $5,558-68.1% | $10,886-83.7% |