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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 | $51,242 | $29,736+72.3% | $56,033-8.6% | $80,935-36.7% |
| Participation rate | 19.4% | 41.7%-22.3pp | 52.5%-33.1pp | 67.7%-48.3pp |
| Annual return | 11.26% | 35.28%-24.0pp | 1711.38%-1700.1pp | 35.66%-24.4pp |
| Employer contribution / active EE | $553 | $671-17.7% | $1,041-46.9% | $2,757-80.0% |
| Participant deferral / active EE | $1,056 | $1,228-14.0% | $1,954-45.9% | $4,299-75.4% |
| Admin fee / account holder | $3,909 | $2,434+60.6% | $2,827+38.3% | $6,924-43.5% |