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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 | $39,388 | $45,152-12.8% | $73,836-46.7% | $59,633-33.9% |
| Participation rate | 61.5% | 64.0%-2.5pp | 73.4%-11.9pp | 68.7%-7.1pp |
| Annual return | 7.00% | 27.40%-20.4pp | 2268.06%-2261.1pp | 2041.45%-2034.5pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,741 | $2,573-32.3% | $3,583-51.4% | $3,192-45.4% |
| Admin fee / account holder | $3,771 | $3,515+7.3% | $4,882-22.7% | $4,297-12.2% |