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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 | $119,970 | $52,678+127.7% | $75,784+58.3% | $59,633+101.2% |
| Participation rate | 18.5% | 67.2%-48.7pp | 75.8%-57.3pp | 68.7%-50.2pp |
| Annual return | -1.92% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $710 | $2,193-67.6% | $3,323-78.6% | $2,203-67.8% |
| Participant deferral / active EE | $5,773 | $2,591+122.8% | $3,652+58.1% | $3,192+80.9% |
| Admin fee / account holder | $833 | $3,610-76.9% | $5,300-84.3% | $4,297-80.6% |