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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 | $95,947 | $27,943+243.4% | $58,507+64.0% | $75,177+27.6% |
| Participation rate | 12.9% | 38.8%-25.9pp | 50.9%-38.0pp | 67.2%-54.3pp |
| Annual return | 18.42% | 44.22%-25.8pp | 4252.32%-4233.9pp | 160.75%-142.3pp |
| Employer contribution / active EE | $271 | $670-59.5% | $1,053-74.3% | $2,671-89.9% |
| Participant deferral / active EE | $1,059 | $1,202-11.9% | $1,922-44.9% | $4,126-74.3% |
| Admin fee / account holder | $1,988 | $1,727+15.1% | $2,486-20.1% | $5,651-64.8% |