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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 | $55,453 | $85,766-35.3% | $136,298-59.3% | $70,126-20.9% |
| Participation rate | 60.7% | 74.2%-13.4pp | 81.9%-21.2pp | 69.5%-8.8pp |
| Annual return | 14.27% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,697 | $2,966-42.8% | $4,696-63.9% | $2,343-27.6% |
| Participant deferral / active EE | $4,776 | $5,051-5.4% | $6,247-23.5% | $3,332+43.4% |
| Admin fee / account holder | $31,650 | $5,421+483.9% | $9,244+242.4% | $4,645+581.3% |