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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 | $68,723 | $82,678-16.9% | $125,391-45.2% | $68,490+0.3% |
| Participation rate | 54.3% | 75.1%-20.8pp | 82.4%-28.1pp | 67.9%-13.6pp |
| Annual return | 15.27% | -5.97%+21.2pp | 572.41%-557.1pp | -7.85%+23.1pp |
| Employer contribution / active EE | $32,298 | $3,382+854.9% | $4,816+570.7% | $2,597+1143.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,550 | $6,277+99.9% | $10,009+25.4% | $5,403+132.3% |