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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 | $120,760 | $175,036-31.0% | $120,225+0.4% | - |
| Participation rate | 38.4% | 60.2%-21.8pp | 69.6%-31.2pp | - |
| Annual return | 14.12% | 15.04%-0.9pp | 439.23%-425.1pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $3,475-100.0% | - |
| Participant deferral / active EE | $2,731 | $3,720-26.6% | $3,999-31.7% | - |
| Admin fee / account holder | $7,038 | $23,923-70.6% | $5,696+23.6% | - |