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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 | $36,451 | $62,409-41.6% | $120,380-69.7% | $74,400-51.0% |
| Participation rate | 37.8% | 56.8%-19.0pp | 71.9%-34.1pp | 67.2%-29.4pp |
| Annual return | 28.65% | 18.62%+10.0pp | 107.28%-78.6pp | 1367.51%-1338.9pp |
| Employer contribution / active EE | $1,140 | $1,847-38.2% | $3,465-67.1% | $2,624-56.6% |
| Participant deferral / active EE | $2,322 | $2,888-19.6% | $4,992-53.5% | $4,348-46.6% |
| Admin fee / account holder | $4,778 | $2,394+99.6% | $9,421-49.3% | $1,944+145.9% |