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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 | $24,835 | $102,385-75.7% | $147,080-83.1% | $80,935-69.3% |
| Participation rate | 44.6% | 75.9%-31.2pp | 82.2%-37.5pp | 67.7%-23.0pp |
| Annual return | 19.19% | 135.09%-115.9pp | 420.17%-401.0pp | 35.66%-16.5pp |
| Employer contribution / active EE | $2,279 | $3,717-38.7% | $4,933-53.8% | $2,757-17.3% |
| Participant deferral / active EE | $4,713 | $6,651-29.1% | $8,066-41.6% | $4,299+9.6% |
| Admin fee / account holder | $16,518 | $7,951+107.7% | $12,989+27.2% | $6,924+138.6% |