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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 | $74,492 | $54,674+36.2% | $76,089-2.1% | $74,429+0.1% |
| Participation rate | 28.5% | 60.3%-31.8pp | 69.1%-40.6pp | 67.2%-38.7pp |
| Annual return | 10.87% | 31.89%-21.0pp | 360.94%-350.1pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $657 | $1,781-63.1% | $2,690-75.6% | $2,625-75.0% |
| Participant deferral / active EE | $1,531 | $3,071-50.2% | $4,259-64.1% | $4,348-64.8% |
| Admin fee / account holder | $10,635 | $2,238+375.3% | $6,418+65.7% | $1,944+447.0% |