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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 | $55,013 | $211,288-74.0% | $178,540-69.2% | $145,884-62.3% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 20.52% | 30.27%-9.8pp | 27.15%-6.6pp | 551.85%-531.3pp |
| Employer contribution / active EE | $1,992 | $4,574-56.4% | $3,953-49.6% | $4,662-57.3% |
| Participant deferral / active EE | $13,994 | $6,967+100.9% | $6,281+122.8% | $6,690+109.2% |
| Admin fee / account holder | $41,168 | $12,105+240.1% | $10,424+294.9% | $13,392+207.4% |