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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 | $52,346 | $45,566+14.9% | $64,105-18.3% | $59,633-12.2% |
| Participation rate | 39.7% | 60.2%-20.5pp | 68.2%-28.5pp | 68.7%-29.0pp |
| Annual return | 0.69% | 4.95%-4.3pp | 791.24%-790.6pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $353 | $934-62.2% | $1,820-80.6% | $2,203-84.0% |
| Participant deferral / active EE | $1,688 | $2,057-17.9% | $2,822-40.2% | $3,192-47.1% |
| Admin fee / account holder | $2,750 | $3,268-15.8% | $4,499-38.9% | $4,297-36.0% |