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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 | $29,733+190.9% | $56,025+54.4% | $80,959+6.8% |
| Participation rate | 28.3% | 41.7%-13.5pp | 52.5%-24.2pp | 67.7%-39.4pp |
| Annual return | 12.96% | 35.28%-22.3pp | 1712.69%-1699.7pp | 35.67%-22.7pp |
| Employer contribution / active EE | $775 | $672+15.3% | $1,042-25.6% | $2,757-71.9% |
| Participant deferral / active EE | $1,539 | $1,229+25.2% | $1,955-21.3% | $4,300-64.2% |
| Admin fee / account holder | $328,432 | $2,434+13396.0% | $2,828+11512.2% | $6,925+4642.5% |