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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 | $37,604 | $45,152-16.7% | $73,843-49.1% | $59,632-36.9% |
| Participation rate | 51.6% | 64.0%-12.4pp | 73.4%-21.8pp | 68.7%-17.1pp |
| Annual return | 1.80% | 27.40%-25.6pp | 2267.91%-2266.1pp | 2041.32%-2039.5pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,113 | $2,574+59.8% | $3,583+14.8% | $3,192+28.9% |
| Admin fee / account holder | $2,523 | $3,516-28.3% | $4,880-48.3% | $4,297-41.3% |