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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 | $92,032 | $24,891+269.7% | $69,611+32.2% | $74,429+23.7% |
| Participation rate | 16.7% | 63.4%-46.8pp | 66.4%-49.8pp | 67.2%-50.5pp |
| Annual return | 12.58% | 18.53%-6.0pp | 101.14%-88.6pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $442 | $1,005-56.0% | $1,709-74.1% | $2,625-83.1% |
| Participant deferral / active EE | $1,368 | $1,908-28.3% | $2,891-52.7% | $4,348-68.5% |
| Admin fee / account holder | $965 | $1,904-49.3% | $4,696-79.4% | $1,944-50.4% |