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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 | $40,888 | $51,638-20.8% | $129,406-68.4% | $80,959-49.5% |
| Participation rate | 51.4% | 56.9%-5.6pp | 69.6%-18.3pp | 67.7%-16.3pp |
| Annual return | 13.19% | 20.78%-7.6pp | 9468.18%-9455.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $674 | $1,584-57.4% | $4,155-83.8% | $2,757-75.6% |
| Participant deferral / active EE | $1,715 | $2,670-35.8% | $4,167-58.8% | $4,300-60.1% |
| Admin fee / account holder | $14,300 | $4,313+231.5% | $7,689+86.0% | $6,925+106.5% |