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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 | $37,624 | $110,337-65.9% | $102,383-63.3% | $145,877-74.2% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 63.69% | 24.83%+38.9pp | 24.94%+38.8pp | 551.28%-487.6pp |
| Employer contribution / active EE | $1,065 | $4,216-74.7% | $3,870-72.5% | $4,663-77.2% |
| Participant deferral / active EE | $2,264 | $5,621-59.7% | $5,060-55.3% | $6,691-66.2% |
| Admin fee / account holder | $34,391 | $9,750+252.7% | $8,391+309.8% | $13,402+156.6% |