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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 | $53,947 | $100,073-46.1% | $85,126-36.6% | $145,877-63.0% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 9.00% | 84.11%-75.1pp | 66.63%-57.6pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,942 | $3,236-40.0% | $2,731-28.9% | $4,663-58.4% |
| Participant deferral / active EE | $1,942 | $5,294-63.3% | $4,523-57.1% | $6,691-71.0% |
| Admin fee / account holder | $18,665 | $7,261+157.1% | $6,160+203.0% | $13,402+39.3% |