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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 | $100,895-86.0% | $90,430-84.4% | $158,950-91.1% |
| Participation rate | 26.1% | 75.0%-48.9pp | 72.7%-46.6pp | 82.0%-55.9pp |
| Annual return | 6.46% | 1725.54%-1719.1pp | 1293.73%-1287.3pp | 302.91%-296.5pp |
| Employer contribution / active EE | $424 | $3,689-88.5% | $3,262-87.0% | $4,762-91.1% |
| Participant deferral / active EE | $1,697 | $4,347-61.0% | $3,963-57.2% | $5,983-71.6% |
| Admin fee / account holder | $59,715 | $6,505+817.9% | $5,613+963.8% | $11,248+430.9% |