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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 | $170,154 | $77,164+120.5% | $178,014-4.4% | $80,874+110.4% |
| Participation rate | 20.5% | 65.7%-45.2pp | 77.1%-56.6pp | 67.6%-47.1pp |
| Annual return | 11.99% | 18.09%-6.1pp | 294.80%-282.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,345 | $2,288-41.2% | $3,950-65.9% | $2,756-51.2% |
| Participant deferral / active EE | $1,596 | $4,408-63.8% | $6,276-74.6% | $4,297-62.8% |
| Admin fee / account holder | $1,497 | $7,164-79.1% | $10,362-85.6% | $6,935-78.4% |