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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 | $51,558 | $47,479+8.6% | $62,929-18.1% | $82,448-37.5% |
| Participation rate | 20.7% | 66.9%-46.2pp | 73.1%-52.4pp | 68.1%-47.4pp |
| Annual return | 12.27% | 20.34%-8.1pp | 1063.93%-1051.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $912 | $1,885-51.6% | $2,505-63.6% | $2,551-64.2% |
| Participant deferral / active EE | $1,572 | $2,870-45.2% | $3,888-59.6% | $4,139-62.0% |
| Admin fee / account holder | $7,595 | $3,804+99.7% | $5,065+50.0% | $7,234+5.0% |