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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 | $87,285 | $60,139+45.1% | $90,461-3.5% | $79,856+9.3% |
| Participation rate | 15.6% | 65.0%-49.4pp | 72.7%-57.1pp | 69.6%-54.1pp |
| Annual return | 12.75% | 71.96%-59.2pp | 1294.76%-1282.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $293 | $2,069-85.8% | $3,264-91.0% | $2,471-88.1% |
| Participant deferral / active EE | $959 | $2,939-67.4% | $3,964-75.8% | $3,741-74.4% |
| Admin fee / account holder | $11,446 | $3,978+187.7% | $5,617+103.8% | $5,306+115.7% |