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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 | $51,575 | $157,304-67.2% | $141,197-63.5% | $152,909-66.3% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 18.42% | 64.34%-45.9pp | 71.41%-53.0pp | 345.46%-327.0pp |
| Employer contribution / active EE | $1,806 | $5,263-65.7% | $4,736-61.9% | $4,764-62.1% |
| Participant deferral / active EE | $3,638 | $7,111-48.8% | $6,710-45.8% | $5,851-37.8% |
| Admin fee / account holder | $61,922 | $12,126+410.7% | $10,265+503.2% | $11,601+433.8% |