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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 | $109,896 | $29,319+274.8% | $52,425+109.6% | $82,448+33.3% |
| Participation rate | 20.5% | 46.9%-26.3pp | 55.6%-35.1pp | 68.1%-47.6pp |
| Annual return | 17.52% | 535.20%-517.7pp | 302.12%-284.6pp | 41.64%-24.1pp |
| Employer contribution / active EE | $287 | $586-51.1% | $914-68.6% | $2,551-88.8% |
| Participant deferral / active EE | $817 | $1,171-30.3% | $1,790-54.4% | $4,139-80.3% |
| Admin fee / account holder | $1,011 | $1,962-48.5% | $2,495-59.5% | $7,234-86.0% |