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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 | $31,271 | $88,754-64.8% | $81,820-61.8% | $145,877-78.6% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 14.83% | 1031.77%-1016.9pp | 777.93%-763.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,379 | $3,085-55.3% | $2,915-52.7% | $4,663-70.4% |
| Participant deferral / active EE | $7,361 | $4,648+58.4% | $4,323+70.3% | $6,691+10.0% |
| Admin fee / account holder | $74,637 | $8,424+786.1% | $7,391+909.9% | $13,402+456.9% |