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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 | $123,228 | $45,152+172.9% | $73,836+66.9% | $59,633+106.6% |
| Participation rate | 29.6% | 64.0%-34.4pp | 73.4%-43.8pp | 68.7%-39.0pp |
| Annual return | 1.32% | 27.40%-26.1pp | 2268.06%-2266.7pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $608 | $1,901-68.0% | $2,787-78.2% | $2,203-72.4% |
| Participant deferral / active EE | $2,208 | $2,573-14.2% | $3,583-38.4% | $3,192-30.8% |
| Admin fee / account holder | $9,529 | $3,515+171.1% | $4,882+95.2% | $4,297+121.8% |