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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 | $54,493 | $29,319+85.9% | $52,425+3.9% | $82,448-33.9% |
| Participation rate | 29.3% | 46.9%-17.6pp | 55.6%-26.4pp | 68.1%-38.8pp |
| Annual return | 19.51% | 535.20%-515.7pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $491 | $586-16.3% | $914-46.3% | $2,551-80.8% |
| Participant deferral / active EE | $2,560 | $1,171+118.5% | $1,790+43.0% | $4,139-38.2% |
| Admin fee / account holder | $1,507 | $1,962-23.2% | $2,495-39.6% | $7,234-79.2% |