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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 | $43,645 | $69,774-37.4% | $67,561-35.4% | $74,429-41.4% |
| Participation rate | 18.3% | 71.4%-53.1pp | 72.9%-54.6pp | 67.2%-48.9pp |
| Annual return | 14.05% | -40.53%+54.6pp | 3525.44%-3511.4pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $700 | $2,710-74.2% | $2,735-74.4% | $2,625-73.3% |
| Participant deferral / active EE | $1,472 | $3,636-59.5% | $4,003-63.2% | $4,348-66.2% |
| Admin fee / account holder | $8,736 | $890+881.8% | $4,006+118.1% | $1,944+349.3% |