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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 | $47,722 | $55,446-13.9% | $155,574-69.3% | $74,429-35.9% |
| Participation rate | 53.3% | 61.9%-8.6pp | 78.2%-24.9pp | 67.2%-13.9pp |
| Annual return | 13.31% | 269.20%-255.9pp | 64.87%-51.6pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $1,215 | $2,266-46.4% | $4,676-74.0% | $2,625-53.7% |
| Participant deferral / active EE | $2,763 | $2,836-2.6% | $5,629-50.9% | $4,348-36.5% |
| Admin fee / account holder | $7,256 | $1,743+316.3% | $15,914-54.4% | $1,944+273.2% |