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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 | $53,872 | $58,264-7.5% | $86,617-37.8% | $71,495-24.6% |
| Participation rate | 31.9% | 65.0%-33.1pp | 71.7%-39.8pp | 67.9%-36.1pp |
| Annual return | 19.21% | 21.63%-2.4pp | 591.91%-572.7pp | 28.85%-9.6pp |
| Employer contribution / active EE | $628 | $2,574-75.6% | $3,023-79.2% | $2,589-75.8% |
| Participant deferral / active EE | $1,857 | $3,436-46.0% | $4,437-58.1% | $4,291-56.7% |
| Admin fee / account holder | $12,032 | $1,057+1038.3% | $5,613+114.4% | $1,588+657.8% |