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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 | $33,439 | $60,261-44.5% | $81,783-59.1% | $74,546-55.1% |
| Participation rate | 54.8% | 62.9%-8.1pp | 72.4%-17.5pp | 67.2%-12.4pp |
| Annual return | 14.13% | 16.88%-2.8pp | 775.05%-760.9pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $555 | $2,622-78.8% | $2,913-80.9% | $2,624-78.9% |
| Participant deferral / active EE | $2,684 | $3,388-20.8% | $4,320-37.9% | $4,347-38.3% |
| Admin fee / account holder | $7,754 | $1,482+423.1% | $7,380+5.1% | $1,944+299.0% |