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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 | $39,198 | $27,943+40.3% | $58,507-33.0% | $75,177-47.9% |
| Participation rate | 20.4% | 38.8%-18.5pp | 50.9%-30.5pp | 67.2%-46.8pp |
| Annual return | 15.88% | 44.22%-28.3pp | 4252.32%-4236.4pp | 160.75%-144.9pp |
| Employer contribution / active EE | $608 | $670-9.1% | $1,053-42.2% | $2,671-77.2% |
| Participant deferral / active EE | $990 | $1,202-17.6% | $1,922-48.5% | $4,126-76.0% |
| Admin fee / account holder | $2,525 | $1,727+46.2% | $2,486+1.6% | $5,651-55.3% |