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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 | $59,245 | $149,040-60.2% | $120,225-50.7% | $137,256-56.8% |
| Participation rate | 35.0% | 75.4%-40.4pp | 69.6%-34.6pp | 80.0%-45.0pp |
| Annual return | 11.01% | 605.68%-594.7pp | 439.23%-428.2pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,154 | $4,350-73.5% | $3,475-66.8% | $4,156-72.2% |
| Participant deferral / active EE | $4,332 | $4,655-6.9% | $3,999+8.3% | $6,407-32.4% |
| Admin fee / account holder | $39,048 | $6,348+515.2% | $5,696+585.5% | $12,270+218.2% |