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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 | $18,000 | $118,877-84.9% | $96,570-81.4% | $167,536-89.3% |
| Participation rate | 35.7% | 75.5%-39.8pp | 69.8%-34.1pp | 82.1%-46.4pp |
| Annual return | 110.98% | 50.50%+60.5pp | 37.79%+73.2pp | 478.82%-367.8pp |
| Employer contribution / active EE | $1,157 | $3,121-62.9% | $2,357-50.9% | $4,839-76.1% |
| Participant deferral / active EE | $1,887 | $4,617-59.1% | $3,849-51.0% | $6,342-70.3% |
| Admin fee / account holder | $12,427 | $8,069+54.0% | $6,182+101.0% | $12,315+0.9% |