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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 | $58,269 | $55,472+5.0% | $155,567-62.5% | $74,546-21.8% |
| Participation rate | 28.2% | 61.9%-33.7pp | 78.2%-50.0pp | 67.2%-39.0pp |
| Annual return | 13.22% | 268.72%-255.5pp | 64.74%-51.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $508 | $2,269-77.6% | $4,674-89.1% | $2,624-80.6% |
| Participant deferral / active EE | $964 | $2,838-66.0% | $5,628-82.9% | $4,347-77.8% |
| Admin fee / account holder | $21,856 | $1,743+1154.2% | $15,916+37.3% | $1,944+1024.5% |