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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 | $48,103 | $60,119-20.0% | $90,430-46.8% | $79,858-39.8% |
| Participation rate | 52.5% | 65.0%-12.4pp | 72.7%-20.1pp | 69.6%-17.1pp |
| Annual return | 14.39% | 71.94%-57.5pp | 1293.73%-1279.3pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,307 | $2,938-55.5% | $3,963-67.0% | $3,740-65.1% |
| Admin fee / account holder | $2,074 | $3,976-47.8% | $5,613-63.0% | $5,306-60.9% |