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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 | $165,304 | $34,316+381.7% | $74,723+121.2% | $72,976+126.5% |
| Participation rate | 12.9% | 42.4%-29.5pp | 54.5%-41.5pp | 69.5%-56.5pp |
| Annual return | 19.04% | 26.58%-7.5pp | 753.18%-734.1pp | 81.02%-62.0pp |
| Employer contribution / active EE | $288 | $692-58.3% | $1,084-73.4% | $2,440-88.2% |
| Participant deferral / active EE | $1,443 | $1,272+13.4% | $1,962-26.5% | $3,608-60.0% |
| Admin fee / account holder | $4,886 | $2,125+129.9% | $3,335+46.5% | $5,124-4.7% |