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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 | $71,464 | $103,000-30.6% | $90,300-20.9% | $152,885-53.3% |
| Participation rate | 15.4% | 75.9%-60.5pp | 73.3%-57.9pp | 82.5%-67.1pp |
| Annual return | 20.60% | 95.19%-74.6pp | 78.11%-57.5pp | 345.39%-324.8pp |
| Employer contribution / active EE | $1,867 | $3,138-40.5% | $2,854-34.6% | $4,763-60.8% |
| Participant deferral / active EE | $1,280 | $4,281-70.1% | $3,884-67.0% | $5,851-78.1% |
| Admin fee / account holder | $24,496 | $6,173+296.8% | $5,353+357.6% | $11,598+111.2% |