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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 | $15,105 | $96,361-84.3% | $80,607-81.3% | $139,456-89.2% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 12.14% | 1350.95%-1338.8pp | 936.11%-924.0pp | 373.45%-361.3pp |
| Employer contribution / active EE | $2,347 | $3,262-28.1% | $2,724-13.9% | $4,753-50.6% |
| Participant deferral / active EE | $2,123 | $5,232-59.4% | $4,448-52.3% | $6,711-68.4% |
| Admin fee / account holder | $205,557 | $6,601+3014.0% | $5,379+3721.3% | $11,407+1702.0% |