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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 | $30,771 | $41,854-26.5% | $73,836-58.3% | $52,331-41.2% |
| Participation rate | 48.1% | 66.2%-18.1pp | 73.4%-25.3pp | 68.1%-20.0pp |
| Annual return | 88.04% | 2.11%+85.9pp | 2268.06%-2180.0pp | 4.54%+83.5pp |
| Employer contribution / active EE | $268 | $1,920-86.0% | $2,787-90.4% | $1,882-85.7% |
| Participant deferral / active EE | $1,153 | $2,498-53.9% | $3,583-67.8% | $3,022-61.9% |
| Admin fee / account holder | $4,871 | $493+888.7% | $4,882-0.2% | $592+723.3% |