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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 | $48,284+169.7% | $67,524+92.8% | $80,911+60.9% |
| Participation rate | 60.5% | 66.4%-5.9pp | 72.9%-12.4pp | 67.6%-7.2pp |
| Annual return | 16.16% | 18.27%-2.1pp | 3519.41%-3503.3pp | 35.63%-19.5pp |
| Employer contribution / active EE | $705 | $2,021-65.1% | $2,734-74.2% | $2,756-74.4% |
| Participant deferral / active EE | $2,676 | $2,927-8.6% | $4,001-33.1% | $4,297-37.7% |
| Admin fee / account holder | $8,025 | $3,688+117.6% | $4,001+100.6% | $6,935+15.7% |