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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 | $75,343 | $67,823+11.1% | $52,425+43.7% | $137,256-45.1% |
| Participation rate | 36.4% | 63.9%-27.5pp | 55.6%-19.3pp | 80.0%-43.6pp |
| Annual return | 11.24% | 219.11%-207.9pp | 302.12%-290.9pp | 220.34%-209.1pp |
| Employer contribution / active EE | $197 | $1,163-83.1% | $914-78.5% | $4,156-95.3% |
| Participant deferral / active EE | $452 | $2,288-80.3% | $1,790-74.8% | $6,407-92.9% |
| Admin fee / account holder | $8,021 | $2,844+182.0% | $2,495+221.5% | $12,270-34.6% |