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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 | $113,068 | $58,258+94.1% | $81,820+38.2% | $80,925+39.7% |
| Participation rate | 30.1% | 63.5%-33.3pp | 72.4%-42.2pp | 67.7%-37.5pp |
| Annual return | 11.74% | 41.76%-30.0pp | 777.93%-766.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,154 | $2,345-50.8% | $2,915-60.4% | $2,756-58.1% |
| Participant deferral / active EE | $2,602 | $3,284-20.8% | $4,323-39.8% | $4,299-39.5% |
| Admin fee / account holder | $5,018 | $4,976+0.8% | $7,391-32.1% | $6,940-27.7% |