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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 | $32,243 | $45,152-28.6% | $73,837-56.3% | $59,633-45.9% |
| Participation rate | 50.5% | 64.0%-13.5pp | 73.4%-22.9pp | 68.7%-18.1pp |
| Annual return | 2.62% | 27.40%-24.8pp | 2268.13%-2265.5pp | 2041.47%-2038.8pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,951 | $2,573+14.7% | $3,583-17.6% | $3,192-7.5% |
| Admin fee / account holder | $504 | $3,515-85.7% | $4,882-89.7% | $4,297-88.3% |