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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 | $33,439 | $60,393-44.6% | $81,820-59.1% | $74,429-55.1% |
| Participation rate | 54.8% | 62.9%-8.1pp | 72.4%-17.6pp | 67.2%-12.4pp |
| Annual return | 14.13% | 16.89%-2.8pp | 777.93%-763.8pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $555 | $2,626-78.9% | $2,915-81.0% | $2,625-78.9% |
| Participant deferral / active EE | $2,684 | $3,397-21.0% | $4,323-37.9% | $4,348-38.3% |
| Admin fee / account holder | $7,754 | $1,491+420.2% | $7,391+4.9% | $1,944+298.8% |