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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 | $30,441 | $48,327-37.0% | $67,575-55.0% | $80,935-62.4% |
| Participation rate | 65.4% | 66.4%-1.0pp | 72.9%-7.5pp | 67.7%-2.3pp |
| Annual return | 14.87% | 18.31%-3.4pp | 3528.98%-3514.1pp | 35.66%-20.8pp |
| Employer contribution / active EE | $606 | $2,022-70.0% | $2,736-77.8% | $2,757-78.0% |
| Participant deferral / active EE | $1,366 | $2,927-53.3% | $4,003-65.9% | $4,299-68.2% |
| Admin fee / account holder | $17,785 | $3,692+381.7% | $3,993+345.4% | $6,924+156.8% |