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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 | $63,833 | $60,128+6.2% | $90,440-29.4% | $79,852-20.1% |
| Participation rate | 46.2% | 65.0%-18.8pp | 72.7%-26.5pp | 69.6%-23.5pp |
| Annual return | 17.38% | 71.95%-54.6pp | 1294.38%-1277.0pp | 31.72%-14.3pp |
| Employer contribution / active EE | $1,063 | $2,068-48.6% | $3,263-67.4% | $2,471-57.0% |
| Participant deferral / active EE | $1,282 | $2,939-56.4% | $3,964-67.6% | $3,740-65.7% |
| Admin fee / account holder | $15,053 | $3,977+278.5% | $5,615+168.1% | $5,306+183.7% |