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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 | $47,717 | $96,123-50.4% | $77,361-38.3% | $198,609-76.0% |
| Participation rate | 57.9% | 81.1%-23.2pp | 75.0%-17.1pp | 82.4%-24.5pp |
| Annual return | 5.31% | 2054.81%-2049.5pp | 1011.54%-1006.2pp | 202.70%-197.4pp |
| Employer contribution / active EE | $3,486 | $3,791-8.0% | $2,990+16.6% | $5,055-31.0% |
| Participant deferral / active EE | $1,770 | $4,975-64.4% | $3,911-54.7% | $6,977-74.6% |
| Admin fee / account holder | $71,815 | $9,471+658.3% | $5,894+1118.5% | $19,030+277.4% |