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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 | $82,706 | $62,177+33.0% | $81,370+1.6% | $74,478+11.0% |
| Participation rate | 41.1% | 64.1%-23.0pp | 69.5%-28.5pp | 67.2%-26.2pp |
| Annual return | 14.47% | 16.62%-2.1pp | 24.85%-10.4pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $1,068 | $1,881-43.2% | $2,464-56.7% | $2,626-59.3% |
| Participant deferral / active EE | $2,865 | $3,219-11.0% | $3,885-26.3% | $4,350-34.1% |
| Admin fee / account holder | $4,868 | $1,927+152.6% | $5,749-15.3% | $1,946+150.2% |