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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 | $29,716+191.1% | $56,077+54.2% | $80,925+6.9% |
| Participation rate | 28.3% | 41.7%-13.4pp | 52.5%-24.2pp | 67.7%-39.4pp |
| Annual return | 12.96% | 35.30%-22.3pp | 1709.28%-1696.3pp | 35.65%-22.7pp |
| Employer contribution / active EE | $775 | $671+15.4% | $1,040-25.6% | $2,756-71.9% |
| Participant deferral / active EE | $1,539 | $1,228+25.3% | $1,954-21.2% | $4,299-64.2% |
| Admin fee / account holder | $328,432 | $2,432+13404.5% | $2,825+11526.3% | $6,940+4632.4% |