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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 | $57,363 | $27,943+105.3% | $58,507-2.0% | $75,177-23.7% |
| Participation rate | 26.3% | 38.8%-12.5pp | 50.9%-24.6pp | 67.2%-40.9pp |
| Annual return | 22.08% | 44.22%-22.1pp | 4252.32%-4230.2pp | 160.75%-138.7pp |
| Employer contribution / active EE | $604 | $670-9.8% | $1,053-42.7% | $2,671-77.4% |
| Participant deferral / active EE | $2,877 | $1,202+139.4% | $1,922+49.7% | $4,126-30.3% |
| Admin fee / account holder | $494 | $1,727-71.4% | $2,486-80.1% | $5,651-91.3% |