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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 | $90,518 | $165,890-45.4% | $155,574-41.8% | - |
| Participation rate | 49.5% | 63.3%-13.8pp | 78.2%-28.7pp | - |
| Annual return | 15.27% | 19.47%-4.2pp | 64.87%-49.6pp | - |
| Employer contribution / active EE | $2,951 | $2,522+17.0% | $4,676-36.9% | - |
| Participant deferral / active EE | $5,412 | $2,935+84.4% | $5,629-3.9% | - |
| Admin fee / account holder | $6,124 | $97,423-93.7% | $15,914-61.5% | - |