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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 | $55,444 | $39,036+42.0% | $80,784-31.4% | $85,851-35.4% |
| Participation rate | 50.0% | 41.6%+8.4pp | 54.2%-4.2pp | 69.3%-19.3pp |
| Annual return | 13.66% | 26.31%-12.7pp | 87.31%-73.7pp | 318.63%-305.0pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,280 | $1,326-3.5% | $2,145-40.3% | $3,952-67.6% |
| Admin fee / account holder | $2,633 | $2,429+8.4% | $3,380-22.1% | $6,261-58.0% |