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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 | $73,351 | $27,943+162.5% | $58,507+25.4% | $75,177-2.4% |
| Participation rate | 7.1% | 38.8%-31.7pp | 50.9%-43.7pp | 67.2%-60.1pp |
| Annual return | 37.25% | 44.22%-7.0pp | 4252.32%-4215.1pp | 160.75%-123.5pp |
| Employer contribution / active EE | $222 | $670-66.9% | $1,053-79.0% | $2,671-91.7% |
| Participant deferral / active EE | $1,607 | $1,202+33.7% | $1,922-16.4% | $4,126-61.1% |
| Admin fee / account holder | $542 | $1,727-68.6% | $2,486-78.2% | $5,651-90.4% |