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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 | $46,069 | $63,703-27.7% | $93,063-50.5% | $82,448-44.1% |
| Participation rate | 43.5% | 63.8%-20.3pp | 72.1%-28.6pp | 68.1%-24.5pp |
| Annual return | 13.24% | -775.43%+788.7pp | 34.15%-20.9pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,227 | $1,729-29.0% | $2,476-50.5% | $2,551-51.9% |
| Participant deferral / active EE | $1,907 | $2,919-34.7% | $3,958-51.8% | $4,139-53.9% |
| Admin fee / account holder | $24,114 | $5,982+303.1% | $6,033+299.7% | $7,234+233.3% |