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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 | $166,730 | $181,004-7.9% | $66,439+151.0% | - |
| Participation rate | 38.4% | 58.9%-20.6pp | 74.5%-36.1pp | - |
| Annual return | 10.81% | 7.93%+2.9pp | 757.66%-746.9pp | - |
| Employer contribution / active EE | $1,521 | $1,877-19.0% | $2,637-42.3% | - |
| Participant deferral / active EE | $2,768 | $3,727-25.7% | $3,876-28.6% | - |
| Admin fee / account holder | $9,676 | $33,727-71.3% | $6,173+56.7% | - |