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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 | $113,662 | $62,393+82.2% | $120,580-5.7% | $74,478+52.6% |
| Participation rate | 31.6% | 56.8%-25.2pp | 72.0%-40.3pp | 67.2%-35.6pp |
| Annual return | 12.66% | 18.61%-6.0pp | 107.48%-94.8pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $1,260 | $1,845-31.7% | $3,469-63.7% | $2,626-52.0% |
| Participant deferral / active EE | $2,317 | $2,886-19.7% | $4,995-53.6% | $4,350-46.7% |
| Admin fee / account holder | $3,393 | $2,396+41.6% | $9,418-64.0% | $1,946+74.4% |