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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 | $58,442 | $185,225-68.4% | $142,898-59.1% | $167,536-65.1% |
| Participation rate | 46.7% | 78.5%-31.8pp | 72.0%-25.3pp | 82.1%-35.4pp |
| Annual return | 12.27% | 8558.12%-8545.8pp | 5639.64%-5627.4pp | 478.82%-466.5pp |
| Employer contribution / active EE | $868 | $5,607-84.5% | $4,146-79.1% | $4,839-82.1% |
| Participant deferral / active EE | $3,075 | $4,496-31.6% | $3,838-19.9% | $6,342-51.5% |
| Admin fee / account holder | $4,760 | $8,032-40.7% | $6,560-27.4% | $12,315-61.3% |