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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 | $12,605 | $57,312-78.0% | $86,617-85.4% | $75,181-83.2% |
| Participation rate | 53.3% | 63.2%-9.9pp | 71.7%-18.4pp | 67.2%-13.9pp |
| Annual return | 20.55% | 2672.78%-2652.2pp | 591.91%-571.4pp | 160.69%-140.1pp |
| Employer contribution / active EE | $1,261 | $2,315-45.5% | $3,023-58.3% | $2,671-52.8% |
| Participant deferral / active EE | $2,937 | $3,319-11.5% | $4,437-33.8% | $4,126-28.8% |
| Admin fee / account holder | $7,799 | $4,114+89.6% | $5,613+39.0% | $5,650+38.0% |