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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 | $154,754-61.7% | $124,206-52.3% | $138,895-57.3% |
| Participation rate | 35.0% | 75.5%-40.5pp | 69.6%-34.6pp | 79.9%-44.9pp |
| Annual return | 11.01% | 709.28%-698.3pp | 515.27%-504.3pp | 145.39%-134.4pp |
| Employer contribution / active EE | $1,154 | $4,446-74.0% | $3,540-67.4% | $4,194-72.5% |
| Participant deferral / active EE | $4,332 | $4,621-6.3% | $3,968+9.2% | $6,396-32.3% |
| Admin fee / account holder | $39,048 | $6,690+483.7% | $5,929+558.6% | $12,562+210.8% |