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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% | $73,836-49.1% | $59,633-36.9% |
| Participation rate | 51.6% | 64.0%-12.4pp | 73.4%-21.8pp | 68.7%-17.1pp |
| Annual return | 1.80% | 27.40%-25.6pp | 2268.06%-2266.3pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,113 | $2,573+59.9% | $3,583+14.8% | $3,192+28.9% |
| Admin fee / account holder | $2,523 | $3,515-28.2% | $4,882-48.3% | $4,297-41.3% |