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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 | $122,643 | $60,139+103.9% | $90,461+35.6% | $79,856+53.6% |
| Participation rate | 13.8% | 65.0%-51.2pp | 72.7%-58.9pp | 69.6%-55.8pp |
| Annual return | 24.42% | 71.96%-47.5pp | 1294.76%-1270.3pp | 31.71%-7.3pp |
| Employer contribution / active EE | $607 | $2,069-70.7% | $3,264-81.4% | $2,471-75.4% |
| Participant deferral / active EE | $970 | $2,939-67.0% | $3,964-75.5% | $3,741-74.1% |
| Admin fee / account holder | $14,750 | $3,978+270.8% | $5,617+162.6% | $5,306+178.0% |