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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 | $58,610 | $52,507+11.6% | $129,406-54.7% | $74,478-21.3% |
| Participation rate | 24.8% | 53.9%-29.1pp | 69.6%-44.9pp | 67.2%-42.5pp |
| Annual return | 16.44% | 15.64%+0.8pp | 9468.18%-9451.7pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $435 | $1,534-71.7% | $4,155-89.5% | $2,626-83.4% |
| Participant deferral / active EE | $1,281 | $2,801-54.3% | $4,167-69.3% | $4,350-70.6% |
| Admin fee / account holder | $29,339 | $2,639+1011.7% | $7,689+281.6% | $1,946+1407.8% |