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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 | $73,300 | $80,781-9.3% | $102,437-28.4% | $74,478-1.6% |
| Participation rate | 39.1% | 65.7%-26.6pp | 74.5%-35.4pp | 67.2%-28.1pp |
| Annual return | 13.44% | 27.58%-14.1pp | 24.95%-11.5pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $1,399 | $3,160-55.7% | $3,871-63.9% | $2,626-46.7% |
| Participant deferral / active EE | $2,817 | $3,862-27.1% | $5,060-44.3% | $4,350-35.3% |
| Admin fee / account holder | $4,644 | $2,372+95.8% | $8,388-44.6% | $1,946+138.6% |