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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 | $117,876 | $51,638+128.3% | $68,368+72.4% | $82,448+43.0% |
| Participation rate | 45.5% | 63.6%-18.2pp | 73.8%-28.3pp | 68.1%-22.6pp |
| Annual return | 13.71% | 37.53%-23.8pp | 292.57%-278.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $414 | $2,047-79.8% | $2,649-84.4% | $2,551-83.8% |
| Participant deferral / active EE | $1,952 | $2,914-33.0% | $4,123-52.6% | $4,139-52.8% |
| Admin fee / account holder | $7,339 | $4,643+58.0% | $5,150+42.5% | $7,234+1.4% |