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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 | $112,376 | $76,407+47.1% | $150,298-25.2% | $82,448+36.3% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 16.35% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,337 | $2,614-48.9% | $4,154-67.8% | $2,551-47.6% |
| Participant deferral / active EE | $3,773 | $3,214+17.4% | $5,453-30.8% | $4,139-8.8% |
| Admin fee / account holder | $23,312 | $6,352+267.0% | $14,116+65.1% | $7,234+222.2% |