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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 | $58,093 | $60,454-3.9% | $81,844-29.0% | $74,459-22.0% |
| Participation rate | 29.0% | 63.0%-34.0pp | 72.4%-43.4pp | 67.2%-38.3pp |
| Annual return | 15.02% | 16.87%-1.9pp | 778.87%-763.9pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $502 | $2,630-80.9% | $2,916-82.8% | $2,626-80.9% |
| Participant deferral / active EE | $1,435 | $3,398-57.8% | $4,323-66.8% | $4,350-67.0% |
| Admin fee / account holder | $15,348 | $1,490+929.8% | $7,355+108.7% | $1,945+689.2% |