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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 | $33,259 | $49,199-32.4% | $121,210-72.6% | $75,177-55.8% |
| Participation rate | 35.5% | 55.4%-19.9pp | 69.5%-34.1pp | 67.2%-31.7pp |
| Annual return | 22.58% | 56.04%-33.5pp | 987.41%-964.8pp | 160.75%-138.2pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,931 | $2,630+11.4% | $4,084-28.2% | $4,126-29.0% |
| Admin fee / account holder | $621 | $3,946-84.3% | $5,647-89.0% | $5,651-89.0% |