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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 | $198,217-42.2% | $173,730-34.1% | - |
| Participation rate | 63.9% | 59.1%+4.7pp | 79.6%-15.7pp | - |
| Annual return | 217.41% | 9.45%+208.0pp | 19.96%+197.5pp | - |
| Employer contribution / active EE | $1,767 | $1,858-4.9% | $4,577-61.4% | - |
| Participant deferral / active EE | $6,481 | $3,727+73.9% | $6,326+2.4% | - |
| Admin fee / account holder | $3,963 | $27,022-85.3% | $17,523-77.4% | - |