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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 | $36,121 | $34,316+5.3% | $74,722-51.7% | $72,975-50.5% |
| Participation rate | 11.3% | 42.4%-31.1pp | 54.5%-43.2pp | 69.5%-58.2pp |
| Annual return | 21.52% | 26.58%-5.1pp | 753.11%-731.6pp | 81.01%-59.5pp |
| Employer contribution / active EE | $113 | $692-83.6% | $1,084-89.5% | $2,440-95.4% |
| Participant deferral / active EE | $454 | $1,272-64.3% | $1,963-76.9% | $3,608-87.4% |
| Admin fee / account holder | $4,080 | $2,125+92.0% | $3,335+22.3% | $5,124-20.4% |