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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 | $135,503 | $51,631+162.4% | $129,397+4.7% | $80,925+67.4% |
| Participation rate | 38.3% | 56.9%-18.6pp | 69.6%-31.3pp | 67.7%-29.4pp |
| Annual return | 15.19% | 20.77%-5.6pp | 9453.98%-9438.8pp | 35.65%-20.5pp |
| Employer contribution / active EE | $381 | $1,583-76.0% | $4,154-90.8% | $2,756-86.2% |
| Participant deferral / active EE | $965 | $2,670-63.9% | $4,167-76.8% | $4,299-77.6% |
| Admin fee / account holder | $2,194 | $4,309-49.1% | $7,679-71.4% | $6,940-68.4% |