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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 | $179,476 | $47,479+278.0% | $62,929+185.2% | $82,448+117.7% |
| Participation rate | 35.0% | 66.9%-31.9pp | 73.1%-38.1pp | 68.1%-33.1pp |
| Annual return | 13.45% | 20.34%-6.9pp | 1063.93%-1050.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $791 | $1,885-58.1% | $2,505-68.4% | $2,551-69.0% |
| Participant deferral / active EE | $2,328 | $2,870-18.9% | $3,888-40.1% | $4,139-43.8% |
| Admin fee / account holder | $880 | $3,804-76.9% | $5,065-82.6% | $7,234-87.8% |