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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 | $51,076 | $45,566+12.1% | $64,105-20.3% | $59,633-14.3% |
| Participation rate | 44.6% | 60.2%-15.6pp | 68.2%-23.6pp | 68.7%-24.1pp |
| Annual return | 2.11% | 4.95%-2.8pp | 791.24%-789.1pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $1,503 | $934+60.9% | $1,820-17.4% | $2,203-31.7% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,885 | $3,268-42.3% | $4,499-58.1% | $4,297-56.1% |