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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 | $29,736+92.2% | $56,033+2.0% | $80,935-29.4% |
| Participation rate | 14.3% | 41.7%-27.4pp | 52.5%-38.2pp | 67.7%-53.4pp |
| Annual return | 12.48% | 35.28%-22.8pp | 1711.38%-1698.9pp | 35.66%-23.2pp |
| Employer contribution / active EE | $499 | $671-25.7% | $1,041-52.1% | $2,757-81.9% |
| Participant deferral / active EE | $4,512 | $1,228+267.3% | $1,954+130.9% | $4,299+4.9% |
| Admin fee / account holder | $814 | $2,434-66.6% | $2,827-71.2% | $6,924-88.3% |