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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 | $27,625 | $55,472-50.2% | $155,567-82.2% | $74,546-62.9% |
| Participation rate | 48.6% | 61.9%-13.3pp | 78.2%-29.5pp | 67.2%-18.6pp |
| Annual return | 13.02% | 268.72%-255.7pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $718 | $2,269-68.3% | $4,674-84.6% | $2,624-72.6% |
| Participant deferral / active EE | $1,153 | $2,838-59.4% | $5,628-79.5% | $4,347-73.5% |
| Admin fee / account holder | $5,597 | $1,743+221.2% | $15,916-64.8% | $1,944+188.0% |