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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 | $84,515 | $80,674+4.8% | $119,126-29.1% | $64,340+31.4% |
| Participation rate | 30.3% | 55.2%-24.9pp | 75.8%-45.4pp | 55.2%-24.9pp |
| Annual return | 22.33% | 26.86%-4.5pp | 282.11%-259.8pp | 24.14%-1.8pp |
| Employer contribution / active EE | $1,157 | $2,564-54.9% | $4,034-71.3% | $1,862-37.9% |
| Participant deferral / active EE | $2,452 | $3,053-19.7% | $5,318-53.9% | $2,980-17.7% |
| Admin fee / account holder | $8,837 | $4,559+93.8% | $10,693-17.4% | $3,703+138.7% |