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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 | $58,766 | $55,446+6.0% | $155,574-62.2% | $74,429-21.0% |
| Participation rate | 50.0% | 61.9%-11.9pp | 78.2%-28.2pp | 67.2%-17.2pp |
| Annual return | 16.12% | 269.20%-253.1pp | 64.87%-48.7pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $1,185 | $2,266-47.7% | $4,676-74.7% | $2,625-54.9% |
| Participant deferral / active EE | $2,707 | $2,836-4.5% | $5,629-51.9% | $4,348-37.7% |
| Admin fee / account holder | $10,350 | $1,743+493.8% | $15,914-35.0% | $1,944+432.3% |