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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 | $36,899 | $46,534-20.7% | $64,097-42.4% | $75,177-50.9% |
| Participation rate | 30.0% | 65.9%-35.9pp | 72.3%-42.3pp | 67.2%-37.2pp |
| Annual return | 6446.81% | 26.07%+6420.7pp | 33.75%+6413.1pp | 160.75%+6286.1pp |
| Employer contribution / active EE | $1,242 | $1,976-37.1% | $2,750-54.8% | $2,671-53.5% |
| Participant deferral / active EE | $1,678 | $2,835-40.8% | $3,881-56.8% | $4,126-59.3% |
| Admin fee / account holder | $545 | $2,957-81.6% | $3,070-82.3% | $5,651-90.4% |