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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 | $61,213 | $30,421+101.2% | $56,077+9.2% | $74,429-17.8% |
| Participation rate | 20.0% | 32.9%-12.9pp | 52.5%-32.5pp | 67.2%-47.2pp |
| Annual return | 12.86% | 24.94%-12.1pp | 1709.28%-1696.4pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $446 | $610-26.9% | $1,040-57.2% | $2,625-83.0% |
| Participant deferral / active EE | $934 | $1,175-20.5% | $1,954-52.2% | $4,348-78.5% |
| Admin fee / account holder | $1,320 | $2,363-44.1% | $2,825-53.3% | $1,944-32.1% |