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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 | $179,679 | $46,534+286.1% | $64,097+180.3% | $75,177+139.0% |
| Participation rate | 50.7% | 65.9%-15.2pp | 72.3%-21.6pp | 67.2%-16.5pp |
| Annual return | 15.88% | 26.07%-10.2pp | 33.75%-17.9pp | 160.75%-144.9pp |
| Employer contribution / active EE | $1,118 | $1,976-43.4% | $2,750-59.3% | $2,671-58.1% |
| Participant deferral / active EE | $3,096 | $2,835+9.2% | $3,881-20.2% | $4,126-25.0% |
| Admin fee / account holder | $16,938 | $2,957+472.9% | $3,070+451.8% | $5,651+199.7% |