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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 | $47,360 | $47,479-0.3% | $62,929-24.7% | $82,448-42.6% |
| Participation rate | 18.9% | 66.9%-48.0pp | 73.1%-54.2pp | 68.1%-49.2pp |
| Annual return | 15.32% | 20.34%-5.0pp | 1063.93%-1048.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $735 | $1,885-61.0% | $2,505-70.6% | $2,551-71.2% |
| Participant deferral / active EE | $1,758 | $2,870-38.8% | $3,888-54.8% | $4,139-57.5% |
| Admin fee / account holder | $6,642 | $3,804+74.6% | $5,065+31.2% | $7,234-8.2% |