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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 | $98,863 | $102,422-3.5% | $147,117-32.8% | $80,959+22.1% |
| Participation rate | 35.3% | 75.9%-40.6pp | 82.2%-46.9pp | 67.7%-32.4pp |
| Annual return | 13.29% | 135.16%-121.9pp | 420.54%-407.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,198 | $3,717-14.0% | $4,932-35.2% | $2,757+16.0% |
| Participant deferral / active EE | $4,203 | $6,652-36.8% | $8,065-47.9% | $4,300-2.3% |
| Admin fee / account holder | $24,082 | $7,953+202.8% | $12,993+85.3% | $6,925+247.7% |