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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 | $49,503 | $55,446-10.7% | $155,574-68.2% | $74,429-33.5% |
| Participation rate | 17.7% | 61.9%-44.2pp | 78.2%-60.5pp | 67.2%-49.5pp |
| Annual return | 11.60% | 269.20%-257.6pp | 64.87%-53.3pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $425 | $2,266-81.3% | $4,676-90.9% | $2,625-83.8% |
| Participant deferral / active EE | $960 | $2,836-66.1% | $5,629-82.9% | $4,348-77.9% |
| Admin fee / account holder | $3,162 | $1,743+81.4% | $15,914-80.1% | $1,944+62.6% |