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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 | $60,684 | $47,479+27.8% | $62,929-3.6% | $82,448-26.4% |
| Participation rate | 44.9% | 66.9%-22.0pp | 73.1%-28.2pp | 68.1%-23.2pp |
| Annual return | 17.93% | 20.34%-2.4pp | 1063.93%-1046.0pp | 41.64%-23.7pp |
| Employer contribution / active EE | $470 | $1,885-75.1% | $2,505-81.2% | $2,551-81.6% |
| Participant deferral / active EE | $2,353 | $2,870-18.0% | $3,888-39.5% | $4,139-43.2% |
| Admin fee / account holder | $12,169 | $3,804+219.9% | $5,065+140.3% | $7,234+68.2% |