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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 | $44,870 | $100,895-55.5% | $90,430-50.4% | $158,950-71.8% |
| Participation rate | 15.4% | 75.0%-59.6pp | 72.7%-57.3pp | 82.0%-66.6pp |
| Annual return | 9.24% | 1725.54%-1716.3pp | 1293.73%-1284.5pp | 302.91%-293.7pp |
| Employer contribution / active EE | $666 | $3,689-81.9% | $3,262-79.6% | $4,762-86.0% |
| Participant deferral / active EE | $954 | $4,347-78.1% | $3,963-75.9% | $5,983-84.1% |
| Admin fee / account holder | $15,952 | $6,505+145.2% | $5,613+184.2% | $11,248+41.8% |