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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 | $80,958 | $45,566+77.7% | $64,105+26.3% | $59,633+35.8% |
| Participation rate | 50.0% | 60.2%-10.2pp | 68.2%-18.2pp | 68.7%-18.7pp |
| Annual return | 5.24% | 4.95%+0.3pp | 791.24%-786.0pp | 2041.45%-2036.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,223 | $2,057+8.1% | $2,822-21.2% | $3,192-30.3% |
| Admin fee / account holder | $493 | $3,268-84.9% | $4,499-89.1% | $4,297-88.5% |