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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 | $114,651 | $51,184+124.0% | $66,439+72.6% | $86,983+31.8% |
| Participation rate | 50.8% | 68.5%-17.7pp | 74.5%-23.7pp | 69.5%-18.7pp |
| Annual return | 10.92% | 17.07%-6.1pp | 757.66%-746.7pp | 25.83%-14.9pp |
| Employer contribution / active EE | $1,581 | $2,023-21.9% | $2,637-40.1% | $2,584-38.8% |
| Participant deferral / active EE | $2,901 | $2,927-0.9% | $3,876-25.2% | $4,194-30.8% |
| Admin fee / account holder | $7,460 | $4,154+79.6% | $6,173+20.8% | $7,856-5.0% |