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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 | $54,073 | $27,936+93.6% | $58,561-7.7% | $75,173-28.1% |
| Participation rate | 21.1% | 38.8%-17.7pp | 50.9%-29.8pp | 67.2%-46.1pp |
| Annual return | 18.20% | 44.21%-26.0pp | 4251.33%-4233.1pp | 160.72%-142.5pp |
| Employer contribution / active EE | $484 | $670-27.7% | $1,053-54.1% | $2,671-81.9% |
| Participant deferral / active EE | $979 | $1,202-18.5% | $1,923-49.1% | $4,126-76.3% |
| Admin fee / account holder | $882 | $1,727-48.9% | $2,520-65.0% | $5,651-84.4% |