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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 | $31,083 | $48,050-35.3% | $85,969-63.8% | $59,633-47.9% |
| Participation rate | 55.4% | 64.5%-9.1pp | 76.5%-21.2pp | 68.7%-13.3pp |
| Annual return | -1.59% | 0.29%-1.9pp | 9.32%-10.9pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $715 | $1,640-56.4% | $3,474-79.4% | $2,203-67.5% |
| Participant deferral / active EE | $895 | $2,249-60.2% | $3,829-76.6% | $3,192-72.0% |
| Admin fee / account holder | $5,757 | $3,206+79.6% | $6,053-4.9% | $4,297+34.0% |