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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 | $97,545 | $78,690+24.0% | $161,489-39.6% | $87,485+11.5% |
| Participation rate | 44.0% | 67.5%-23.5pp | 78.7%-34.7pp | 68.9%-24.9pp |
| Annual return | 26.85% | 32.74%-5.9pp | 89.72%-62.9pp | 26.06%+0.8pp |
| Employer contribution / active EE | $1,056 | $2,588-59.2% | $4,268-75.3% | $2,596-59.3% |
| Participant deferral / active EE | $2,149 | $3,311-35.1% | $5,630-61.8% | $4,274-49.7% |
| Admin fee / account holder | $9,520 | $6,724+41.6% | $16,006-40.5% | $7,775+22.5% |