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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 | $164,699 | $67,823+142.8% | $52,425+214.2% | $137,256+20.0% |
| Participation rate | 17.4% | 63.9%-46.5pp | 55.6%-38.2pp | 80.0%-62.6pp |
| Annual return | 17.06% | 219.11%-202.0pp | 302.12%-285.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $275 | $1,163-76.4% | $914-70.0% | $4,156-93.4% |
| Participant deferral / active EE | $1,408 | $2,288-38.4% | $1,790-21.3% | $6,407-78.0% |
| Admin fee / account holder | $8,927 | $2,844+213.9% | $2,495+257.8% | $12,270-27.3% |