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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 | $139,063 | $45,283+207.1% | $155,789-10.7% | $52,331+165.7% |
| Participation rate | 46.6% | 62.2%-15.6pp | 76.1%-29.5pp | 68.1%-21.5pp |
| Annual return | 1.42% | 1.80%-0.4pp | 71.54%-70.1pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1,198 | $1,329-9.8% | $3,839-68.8% | $1,882-36.3% |
| Participant deferral / active EE | $4,547 | $2,854+59.3% | $4,798-5.2% | $3,022+50.5% |
| Admin fee / account holder | $4,622 | $981+371.1% | $7,477-38.2% | $592+681.2% |