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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 | $42,499 | $29,736+42.9% | $56,033-24.2% | $80,935-47.5% |
| Participation rate | 9.4% | 41.7%-32.3pp | 52.5%-43.1pp | 67.7%-58.2pp |
| Annual return | 12.35% | 35.28%-22.9pp | 1711.38%-1699.0pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,113 | $671+65.7% | $1,041+6.9% | $2,757-59.6% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22,893 | $2,434+840.7% | $2,827+709.8% | $6,924+230.6% |