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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 | $84,820 | $27,936+203.6% | $58,561+44.8% | $75,173+12.8% |
| Participation rate | 8.5% | 38.8%-30.4pp | 50.9%-42.4pp | 67.2%-58.8pp |
| Annual return | 29.64% | 44.21%-14.6pp | 4251.33%-4221.7pp | 160.72%-131.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $559 | $1,202-53.5% | $1,923-70.9% | $4,126-86.5% |
| Admin fee / account holder | $1,237 | $1,727-28.3% | $2,520-50.9% | $5,651-78.1% |