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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 | $61,346 | $103,008-40.4% | $90,304-32.1% | $152,897-59.9% |
| Participation rate | 47.8% | 75.9%-28.0pp | 73.3%-25.4pp | 82.5%-34.6pp |
| Annual return | 15.49% | 95.22%-79.7pp | 78.13%-62.6pp | 345.43%-329.9pp |
| Employer contribution / active EE | $538 | $3,139-82.9% | $2,855-81.1% | $4,764-88.7% |
| Participant deferral / active EE | $1,284 | $4,281-70.0% | $3,885-66.9% | $5,851-78.0% |
| Admin fee / account holder | $18,481 | $6,175+199.3% | $5,354+245.2% | $11,599+59.3% |