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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 | $128,905 | $97,648+32.0% | $121,663+6.0% | $87,485+47.3% |
| Participation rate | 52.5% | 70.5%-18.0pp | 74.5%-22.0pp | 68.9%-16.4pp |
| Annual return | 15.28% | 18.03%-2.7pp | 147.54%-132.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,238 | $3,923+262.9% | $4,887+191.3% | $4,274+233.2% |
| Admin fee / account holder | $37,423 | $11,100+237.1% | $14,289+161.9% | $7,775+381.3% |