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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 | $114,751 | $52,353+119.2% | $120,225-4.6% | $82,448+39.2% |
| Participation rate | 44.7% | 58.3%-13.6pp | 69.6%-24.8pp | 68.1%-23.3pp |
| Annual return | 17.60% | 61.85%-44.3pp | 439.23%-421.6pp | 41.64%-24.0pp |
| Employer contribution / active EE | $868 | $1,510-42.5% | $3,475-75.0% | $2,551-66.0% |
| Participant deferral / active EE | $2,264 | $2,627-13.8% | $3,999-43.4% | $4,139-45.3% |
| Admin fee / account holder | $17,464 | $4,363+300.3% | $5,696+206.6% | $7,234+141.4% |