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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 | $95,982 | $45,109+112.8% | $85,240+12.6% | $77,762+23.4% |
| Participation rate | 22.8% | 48.7%-25.9pp | 67.5%-44.8pp | 70.6%-47.8pp |
| Annual return | 16.51% | 79.55%-63.0pp | 66.75%-50.2pp | 31.27%-14.8pp |
| Employer contribution / active EE | $651 | $1,602-59.4% | $2,735-76.2% | $2,728-76.2% |
| Participant deferral / active EE | $1,535 | $2,814-45.4% | $4,527-66.1% | $4,651-67.0% |
| Admin fee / account holder | $5,824 | $915+536.5% | $6,165-5.5% | $433+1245.3% |