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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 | $130,201 | $48,327+169.4% | $67,575+92.7% | $80,935+60.9% |
| Participation rate | 60.5% | 66.4%-5.9pp | 72.9%-12.4pp | 67.7%-7.2pp |
| Annual return | 16.16% | 18.31%-2.2pp | 3528.98%-3512.8pp | 35.66%-19.5pp |
| Employer contribution / active EE | $705 | $2,022-65.1% | $2,736-74.2% | $2,757-74.4% |
| Participant deferral / active EE | $2,676 | $2,927-8.6% | $4,003-33.2% | $4,299-37.8% |
| Admin fee / account holder | $8,025 | $3,692+117.4% | $3,993+101.0% | $6,924+15.9% |