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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 | $48,660 | $60,504-19.6% | $81,882-40.6% | $74,478-34.7% |
| Participation rate | 32.9% | 62.9%-30.0pp | 72.4%-39.5pp | 67.2%-34.3pp |
| Annual return | 12.31% | 16.91%-4.6pp | 779.47%-767.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $1,347 | $2,627-48.7% | $2,916-53.8% | $2,626-48.7% |
| Participant deferral / active EE | $2,111 | $3,400-37.9% | $4,323-51.2% | $4,350-51.5% |
| Admin fee / account holder | $6,112 | $1,492+309.7% | $7,360-16.9% | $1,946+214.1% |