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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 | $198,217-15.9% | $67,681+146.3% | - |
| Participation rate | 38.4% | 59.1%-20.7pp | 73.7%-35.3pp | - |
| Annual return | 10.81% | 9.45%+1.4pp | 590.58%-579.8pp | - |
| Employer contribution / active EE | $1,521 | $1,858-18.1% | $2,678-43.2% | - |
| Participant deferral / active EE | $2,768 | $3,727-25.7% | $3,976-30.4% | - |
| Admin fee / account holder | $9,676 | $27,022-64.2% | $6,100+58.6% | - |