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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 | $54,257 | $42,546+27.5% | $71,796-24.4% | $55,167-1.7% |
| Participation rate | 50.4% | 59.1%-8.8pp | 69.1%-18.7pp | 69.0%-18.6pp |
| Annual return | 6.68% | 12.36%-5.7pp | 78.04%-71.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $479 | $803-40.3% | $1,924-75.1% | $1,963-75.6% |
| Participant deferral / active EE | $1,964 | $2,064-4.9% | $2,794-29.7% | $3,054-35.7% |
| Admin fee / account holder | $4,366 | $650+572.0% | $4,815-9.3% | $504+766.4% |