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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 | $164,139-44.9% | $155,567-41.8% | - |
| Participation rate | 49.5% | 62.7%-13.2pp | 78.2%-28.7pp | - |
| Annual return | 15.27% | 19.45%-4.2pp | 64.74%-49.5pp | - |
| Employer contribution / active EE | $2,951 | $2,490+18.5% | $4,674-36.9% | - |
| Participant deferral / active EE | $5,412 | $2,914+85.7% | $5,628-3.8% | - |
| Admin fee / account holder | $6,124 | $96,217-93.6% | $15,916-61.5% | - |