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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 | $31,414 | $51,638-39.2% | $129,406-75.7% | $80,959-61.2% |
| Participation rate | 17.1% | 56.9%-39.9pp | 69.6%-52.6pp | 67.7%-50.6pp |
| Annual return | 88.80% | 20.78%+68.0pp | 9468.18%-9379.4pp | 35.67%+53.1pp |
| Employer contribution / active EE | $394 | $1,584-75.1% | $4,155-90.5% | $2,757-85.7% |
| Participant deferral / active EE | $963 | $2,670-64.0% | $4,167-76.9% | $4,300-77.6% |
| Admin fee / account holder | $710 | $4,313-83.5% | $7,689-90.8% | $6,925-89.7% |