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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 | $31,502 | $55,437-43.2% | $155,534-79.7% | $74,459-57.7% |
| Participation rate | 45.1% | 61.9%-16.8pp | 78.2%-33.1pp | 67.2%-22.2pp |
| Annual return | 11.42% | 269.58%-258.2pp | 64.92%-53.5pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $941 | $2,266-58.5% | $4,675-79.9% | $2,626-64.2% |
| Participant deferral / active EE | $1,091 | $2,837-61.5% | $5,630-80.6% | $4,350-74.9% |
| Admin fee / account holder | $2,700 | $1,742+54.9% | $15,900-83.0% | $1,945+38.8% |