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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 | $102,474 | $52,678+94.5% | $75,784+35.2% | $59,633+71.8% |
| Participation rate | 21.6% | 67.2%-45.6pp | 75.8%-54.2pp | 68.7%-47.0pp |
| Annual return | -1.38% | 2.95%-4.3pp | 9.68%-11.1pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,081 | $2,193-50.7% | $3,323-67.5% | $2,203-50.9% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $483 | $3,610-86.6% | $5,300-90.9% | $4,297-88.8% |