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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 | $113,662 | $62,409+82.1% | $120,368-5.6% | $74,546+52.5% |
| Participation rate | 31.6% | 56.8%-25.2pp | 71.9%-40.3pp | 67.2%-35.6pp |
| Annual return | 12.66% | 18.62%-6.0pp | 107.26%-94.6pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $1,260 | $1,847-31.7% | $3,465-63.6% | $2,624-52.0% |
| Participant deferral / active EE | $2,317 | $2,888-19.8% | $4,991-53.6% | $4,347-46.7% |
| Admin fee / account holder | $3,393 | $2,394+41.7% | $9,429-64.0% | $1,944+74.6% |