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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 | $86,492 | $29,670+191.5% | $56,054+54.3% | $80,911+6.9% |
| Participation rate | 28.3% | 41.7%-13.4pp | 52.5%-24.2pp | 67.6%-39.4pp |
| Annual return | 12.96% | 35.24%-22.3pp | 1705.95%-1693.0pp | 35.63%-22.7pp |
| Employer contribution / active EE | $775 | $670+15.6% | $1,039-25.5% | $2,756-71.9% |
| Participant deferral / active EE | $1,539 | $1,227+25.4% | $1,952-21.2% | $4,297-64.2% |
| Admin fee / account holder | $328,432 | $2,431+13411.1% | $2,822+11536.4% | $6,935+4636.1% |