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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 | $27,479 | $60,128-54.3% | $90,440-69.6% | $79,852-65.6% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 10.60% | 71.95%-61.4pp | 1294.38%-1283.8pp | 31.72%-21.1pp |
| Employer contribution / active EE | $499 | $2,068-75.9% | $3,263-84.7% | $2,471-79.8% |
| Participant deferral / active EE | $1,809 | $2,939-38.4% | $3,964-54.4% | $3,740-51.6% |
| Admin fee / account holder | $323 | $3,977-91.9% | $5,615-94.2% | $5,306-93.9% |