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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 | $146,287 | $84,685+72.7% | $142,942+2.3% | $67,986+115.2% |
| Participation rate | 38.5% | 61.4%-22.9pp | 76.8%-38.3pp | 57.2%-18.7pp |
| Annual return | 15.74% | 35.89%-20.1pp | 113.70%-98.0pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,174 | $2,263-48.1% | $4,139-71.6% | $2,019-41.8% |
| Participant deferral / active EE | $2,335 | $3,832-39.1% | $7,128-67.2% | $3,358-30.5% |
| Admin fee / account holder | $9,863 | $3,229+205.5% | $12,475-20.9% | $3,203+207.9% |