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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 | $57,164 | $29,670+92.7% | $56,054+2.0% | $80,911-29.3% |
| Participation rate | 14.3% | 41.7%-27.4pp | 52.5%-38.2pp | 67.6%-53.4pp |
| Annual return | 12.48% | 35.24%-22.8pp | 1705.95%-1693.5pp | 35.63%-23.2pp |
| Employer contribution / active EE | $499 | $670-25.5% | $1,039-52.0% | $2,756-81.9% |
| Participant deferral / active EE | $4,512 | $1,227+267.7% | $1,952+131.1% | $4,297+5.0% |
| Admin fee / account holder | $814 | $2,431-66.5% | $2,822-71.2% | $6,935-88.3% |