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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 | $118,197 | $88,186+34.0% | $165,071-28.4% | $74,459+58.7% |
| Participation rate | 44.0% | 73.1%-29.1pp | 78.6%-34.6pp | 67.2%-23.2pp |
| Annual return | 15.63% | 17.13%-1.5pp | 70.17%-54.5pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $1,538 | $2,600-40.9% | $4,347-64.6% | $2,626-41.4% |
| Participant deferral / active EE | $3,127 | $4,505-30.6% | $6,035-48.2% | $4,350-28.1% |
| Admin fee / account holder | $9,095 | $2,234+307.1% | $12,695-28.4% | $1,945+367.7% |