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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 | $114,560 | $116,412-1.6% | $156,181-26.6% | - |
| Participation rate | 63.9% | 77.9%-14.1pp | 78.8%-15.0pp | - |
| Annual return | 217.41% | 16.48%+200.9pp | 64.87%+152.5pp | - |
| Employer contribution / active EE | $1,767 | $2,587-31.7% | $4,294-58.9% | - |
| Participant deferral / active EE | $6,481 | $4,514+43.6% | $6,132+5.7% | - |
| Admin fee / account holder | $3,963 | $18,889-79.0% | $14,586-72.8% | - |