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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 | $111,814-66.4% | $103,378-63.6% | $145,978-74.2% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 63.69% | 24.80%+38.9pp | 24.91%+38.8pp | 550.52%-486.8pp |
| Employer contribution / active EE | $1,065 | $4,215-74.7% | $3,870-72.5% | $4,662-77.1% |
| Participant deferral / active EE | $2,264 | $5,618-59.7% | $5,058-55.2% | $6,690-66.2% |
| Admin fee / account holder | $34,391 | $9,764+252.2% | $8,401+309.4% | $13,400+156.6% |