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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 | $71,046 | $47,105+50.8% | $68,368+3.9% | $67,986+4.5% |
| Participation rate | 36.3% | 51.8%-15.5pp | 73.8%-37.5pp | 57.2%-20.9pp |
| Annual return | 17.75% | 48.37%-30.6pp | 292.57%-274.8pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,126 | $1,859-39.4% | $2,649-57.5% | $2,019-44.2% |
| Participant deferral / active EE | $1,570 | $2,374-33.8% | $4,123-61.9% | $3,358-53.2% |
| Admin fee / account holder | $11,070 | $2,435+354.6% | $5,150+115.0% | $3,203+245.6% |