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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 | $166,024 | $48,337+243.5% | $67,560+145.7% | $80,959+105.1% |
| Participation rate | 28.9% | 66.4%-37.6pp | 72.9%-44.1pp | 67.7%-38.8pp |
| Annual return | 11.84% | 18.26%-6.4pp | 3533.50%-3521.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $720 | $2,023-64.4% | $2,737-73.7% | $2,757-73.9% |
| Participant deferral / active EE | $2,414 | $2,928-17.6% | $4,004-39.7% | $4,300-43.9% |
| Admin fee / account holder | $28,593 | $3,695+673.7% | $3,994+615.9% | $6,925+312.9% |