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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 | $57,748 | $101,063-42.9% | $81,473-29.1% | $147,586-60.9% |
| Participation rate | 60.0% | 74.5%-14.5pp | 68.0%-8.0pp | 82.8%-22.8pp |
| Annual return | 11.17% | 32.41%-21.2pp | 38.78%-27.6pp | 578.59%-567.4pp |
| Employer contribution / active EE | $1,160 | $3,206-63.8% | $2,568-54.8% | $4,876-76.2% |
| Participant deferral / active EE | $1,734 | $4,242-59.1% | $3,537-51.0% | $5,439-68.1% |
| Admin fee / account holder | $16,468 | $5,812+183.3% | $4,561+261.0% | $10,886+51.3% |