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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 | $62,166+33.0% | $81,286+1.7% | $74,429+11.1% |
| Participation rate | 41.1% | 64.1%-23.0pp | 69.5%-28.4pp | 67.2%-26.1pp |
| Annual return | 14.47% | 16.50%-2.0pp | 24.80%-10.3pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $1,068 | $1,881-43.2% | $2,463-56.6% | $2,625-59.3% |
| Participant deferral / active EE | $2,865 | $3,223-11.1% | $3,883-26.2% | $4,348-34.1% |
| Admin fee / account holder | $4,868 | $1,925+152.9% | $5,764-15.5% | $1,944+150.4% |