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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 | $95,581 | $63,433+50.7% | $63,803+49.8% | $64,097+49.1% |
| Participation rate | 31.2% | 65.0%-33.8pp | 72.7%-41.5pp | 55.2%-24.0pp |
| Annual return | 14.23% | 20.74%-6.5pp | 543.72%-529.5pp | 34.64%-20.4pp |
| Employer contribution / active EE | $1,839 | $2,332-21.1% | $2,532-27.4% | $1,891-2.8% |
| Participant deferral / active EE | $1,394 | $3,119-55.3% | $3,843-63.7% | $3,080-54.8% |
| Admin fee / account holder | $3,497 | $1,489+134.8% | $5,196-32.7% | $3,454+1.2% |