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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 | $33,221 | $57,330-42.1% | $86,656-61.7% | $75,177-55.8% |
| Participation rate | 45.5% | 63.2%-17.7pp | 71.7%-26.3pp | 67.2%-21.8pp |
| Annual return | 28.15% | 2675.40%-2647.3pp | 593.09%-564.9pp | 160.75%-132.6pp |
| Employer contribution / active EE | $803 | $2,316-65.3% | $3,025-73.4% | $2,671-69.9% |
| Participant deferral / active EE | $1,838 | $3,320-44.6% | $4,439-58.6% | $4,126-55.5% |
| Admin fee / account holder | $3,228 | $4,115-21.5% | $5,619-42.5% | $5,651-42.9% |