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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 | $34,302 | $75,832-54.8% | $147,618-76.8% | $59,633-42.5% |
| Participation rate | 50.0% | 71.6%-21.6pp | 84.6%-34.6pp | 68.7%-18.7pp |
| Annual return | 2.31% | 0.37%+1.9pp | 61.98%-59.7pp | 2041.40%-2039.1pp |
| Employer contribution / active EE | $871 | $3,485-75.0% | $5,565-84.3% | $2,203-60.5% |
| Participant deferral / active EE | $3,449 | $3,131+10.2% | $4,895-29.5% | $3,192+8.1% |
| Admin fee / account holder | $1,792 | $5,986-70.1% | $11,612-84.6% | $4,297-58.3% |