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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 | $118,022 | $80,812+46.0% | $160,784-26.6% | $82,448+43.1% |
| Participation rate | 38.5% | 66.2%-27.8pp | 77.0%-38.5pp | 68.1%-29.6pp |
| Annual return | 13.87% | 100.59%-86.7pp | 1803.92%-1790.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,183 | $2,174-45.6% | $3,733-68.3% | $2,551-53.6% |
| Participant deferral / active EE | $3,624 | $4,335-16.4% | $6,293-42.4% | $4,139-12.4% |
| Admin fee / account holder | $2,479 | $7,695-67.8% | $9,717-74.5% | $7,234-65.7% |