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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 | $27,433 | $75,832-63.8% | $147,618-81.4% | $59,633-54.0% |
| Participation rate | 59.3% | 71.6%-12.3pp | 84.6%-25.4pp | 68.7%-9.4pp |
| Annual return | 1.18% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $1,489 | $3,485-57.3% | $5,565-73.2% | $2,203-32.4% |
| Participant deferral / active EE | $1,579 | $3,131-49.5% | $4,895-67.7% | $3,192-50.5% |
| Admin fee / account holder | $21,366 | $5,986+257.0% | $11,612+84.0% | $4,297+397.2% |