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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 | $39,145 | $55,437-29.4% | $155,534-74.8% | $74,459-47.4% |
| Participation rate | 22.0% | 61.9%-39.9pp | 78.2%-56.2pp | 67.2%-45.2pp |
| Annual return | 11.26% | 269.58%-258.3pp | 64.92%-53.7pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $445 | $2,266-80.4% | $4,675-90.5% | $2,626-83.1% |
| Participant deferral / active EE | $1,524 | $2,837-46.3% | $5,630-72.9% | $4,350-65.0% |
| Admin fee / account holder | $26,798 | $1,742+1438.0% | $15,900+68.5% | $1,945+1278.0% |