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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 | $51,421 | $98,760-47.9% | $149,715-65.7% | $79,858-35.6% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.5%-18.8pp | 69.6%-6.0pp |
| Annual return | 14.18% | 27.43%-13.2pp | 276.66%-262.5pp | 31.72%-17.5pp |
| Employer contribution / active EE | $10,463 | $3,217+225.3% | $4,645+125.3% | $2,471+323.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,586 | $6,053+91.4% | $9,310+24.5% | $5,306+118.4% |