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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 | $149,205 | $81,331+83.5% | $155,534-4.1% | $80,935+84.4% |
| Participation rate | 16.0% | 66.3%-50.3pp | 78.2%-62.2pp | 67.7%-51.7pp |
| Annual return | 20.84% | 33.37%-12.5pp | 64.92%-44.1pp | 35.66%-14.8pp |
| Employer contribution / active EE | $1,612 | $3,105-48.1% | $4,675-65.5% | $2,757-41.5% |
| Participant deferral / active EE | $1,802 | $3,454-47.8% | $5,630-68.0% | $4,299-58.1% |
| Admin fee / account holder | $25,736 | $7,999+221.7% | $15,900+61.9% | $6,924+271.7% |