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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 | $146,719 | $78,690+86.5% | $161,489-9.1% | $87,485+67.7% |
| Participation rate | 35.2% | 67.5%-32.3pp | 78.7%-43.5pp | 68.9%-33.7pp |
| Annual return | 15.29% | 32.74%-17.5pp | 89.72%-74.4pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,028 | $2,588-60.3% | $4,268-75.9% | $2,596-60.4% |
| Participant deferral / active EE | $3,025 | $3,311-8.6% | $5,630-46.3% | $4,274-29.2% |
| Admin fee / account holder | $11,873 | $6,724+76.6% | $16,006-25.8% | $7,775+52.7% |