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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 | $131,274 | $98,776+32.9% | $149,745-12.3% | $79,856+64.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 20.68% | 27.38%-6.7pp | 276.72%-256.0pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,956 | $3,217-39.2% | $4,646-57.9% | $2,471-20.9% |
| Participant deferral / active EE | $5,624 | $5,681-1.0% | $6,843-17.8% | $3,741+50.3% |
| Admin fee / account holder | $614 | $6,053-89.9% | $9,312-93.4% | $5,306-88.4% |