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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 | $14,120 | $100,938-86.0% | $90,461-84.4% | $158,982-91.1% |
| Participation rate | 26.1% | 75.0%-48.9pp | 72.7%-46.6pp | 82.0%-55.9pp |
| Annual return | 6.46% | 1727.20%-1720.7pp | 1294.76%-1288.3pp | 302.99%-296.5pp |
| Employer contribution / active EE | $424 | $3,691-88.5% | $3,264-87.0% | $4,763-91.1% |
| Participant deferral / active EE | $1,697 | $4,350-61.0% | $3,964-57.2% | $5,983-71.6% |
| Admin fee / account holder | $59,715 | $6,510+817.3% | $5,617+963.2% | $11,252+430.7% |