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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 | $135,890 | $69,248+96.2% | $64,101+112.0% | $139,466-2.6% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.97% | 45.95%-33.0pp | 33.72%-20.8pp | 373.66%-360.7pp |
| Employer contribution / active EE | $1,731 | $3,185-45.6% | $2,749-37.0% | $4,754-63.6% |
| Participant deferral / active EE | $7,400 | $4,682+58.0% | $3,881+90.7% | $6,712+10.3% |
| Admin fee / account holder | $866 | $4,247-79.6% | $3,070-71.8% | $11,409-92.4% |