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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 | $67,589 | $60,139+12.4% | $90,461-25.3% | $79,856-15.4% |
| Participation rate | 34.4% | 65.0%-30.6pp | 72.7%-38.3pp | 69.6%-35.3pp |
| Annual return | 20.12% | 71.96%-51.8pp | 1294.76%-1274.6pp | 31.71%-11.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,166 | $2,939-26.3% | $3,964-45.4% | $3,741-42.1% |
| Admin fee / account holder | $437 | $3,978-89.0% | $5,617-92.2% | $5,306-91.8% |