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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 | $55,423-18.6% | $155,602-71.0% | $74,400-39.3% |
| Participation rate | 26.0% | 61.9%-35.9pp | 78.2%-52.2pp | 67.2%-41.2pp |
| Annual return | 13.12% | 269.07%-256.0pp | 64.81%-51.7pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $576 | $2,266-74.6% | $4,675-87.7% | $2,624-78.1% |
| Participant deferral / active EE | $1,150 | $2,835-59.4% | $5,629-79.6% | $4,348-73.5% |
| Admin fee / account holder | $25,921 | $1,744+1385.8% | $15,923+62.8% | $1,944+1233.6% |