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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 | $45,133 | $55,437-18.6% | $155,534-71.0% | $74,459-39.4% |
| Participation rate | 26.0% | 61.9%-35.9pp | 78.2%-52.2pp | 67.2%-41.2pp |
| Annual return | 13.12% | 269.58%-256.5pp | 64.92%-51.8pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $576 | $2,266-74.6% | $4,675-87.7% | $2,626-78.1% |
| Participant deferral / active EE | $1,150 | $2,837-59.5% | $5,630-79.6% | $4,350-73.6% |
| Admin fee / account holder | $25,921 | $1,742+1387.6% | $15,900+63.0% | $1,945+1232.8% |