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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 | $50,715 | $57,312-11.5% | $86,617-41.4% | $75,181-32.5% |
| Participation rate | 21.9% | 63.2%-41.3pp | 71.7%-49.8pp | 67.2%-45.3pp |
| Annual return | 13.85% | 2672.78%-2658.9pp | 591.91%-578.1pp | 160.69%-146.8pp |
| Employer contribution / active EE | $388 | $2,315-83.2% | $3,023-87.2% | $2,671-85.5% |
| Participant deferral / active EE | $1,267 | $3,319-61.8% | $4,437-71.4% | $4,126-69.3% |
| Admin fee / account holder | $7,604 | $4,114+84.8% | $5,613+35.5% | $5,650+34.6% |