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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 | $80,976 | $55,446+46.0% | $155,574-48.0% | $74,429+8.8% |
| Participation rate | 23.4% | 61.9%-38.5pp | 78.2%-54.8pp | 67.2%-43.8pp |
| Annual return | 12.77% | 269.20%-256.4pp | 64.87%-52.1pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $681 | $2,266-70.0% | $4,676-85.4% | $2,625-74.1% |
| Participant deferral / active EE | $1,491 | $2,836-47.4% | $5,629-73.5% | $4,348-65.7% |
| Admin fee / account holder | $3,184 | $1,743+82.6% | $15,914-80.0% | $1,944+63.7% |