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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 | $124,224 | $49,976+148.6% | $66,674+86.3% | $82,637+50.3% |
| Participation rate | 18.5% | 63.1%-44.6pp | 73.7%-55.2pp | 68.1%-49.5pp |
| Annual return | 13.61% | 39.09%-25.5pp | 321.24%-307.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $366 | $1,988-81.6% | $2,620-86.0% | $2,552-85.6% |
| Participant deferral / active EE | $841 | $2,847-70.5% | $4,084-79.4% | $4,126-79.6% |
| Admin fee / account holder | $22,500 | $4,594+389.8% | $5,098+341.3% | $7,339+206.6% |