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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 | $32,800 | $55,446-40.8% | $155,574-78.9% | $74,429-55.9% |
| Participation rate | 59.6% | 61.9%-2.3pp | 78.2%-18.6pp | 67.2%-7.6pp |
| Annual return | 11.11% | 269.20%-258.1pp | 64.87%-53.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $1,355 | $2,266-40.2% | $4,676-71.0% | $2,625-48.4% |
| Participant deferral / active EE | $1,704 | $2,836-39.9% | $5,629-69.7% | $4,348-60.8% |
| Admin fee / account holder | $3,363 | $1,743+92.9% | $15,914-78.9% | $1,944+72.9% |