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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 | $141,469 | $123,478+14.6% | $216,567-34.7% | $94,015+50.5% |
| Participation rate | 30.3% | 75.1%-44.8pp | 81.6%-51.3pp | 70.8%-40.5pp |
| Annual return | 14.06% | 23.61%-9.5pp | 12.94%+1.1pp | 17.84%-3.8pp |
| Employer contribution / active EE | $1,533 | $3,136-51.1% | $5,216-70.6% | $2,790-45.1% |
| Participant deferral / active EE | $2,275 | $4,556-50.1% | $6,191-63.3% | $4,249-46.5% |
| Admin fee / account holder | $58,464 | $12,753+358.4% | $21,981+166.0% | $8,951+553.1% |