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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 | $52,040 | $97,761-46.8% | $83,850-37.9% | $135,382-61.6% |
| Participation rate | 46.2% | 80.0%-33.8pp | 76.1%-30.0pp | 82.6%-36.5pp |
| Annual return | -5.50% | 1287.44%-1292.9pp | 850.92%-856.4pp | 519.77%-525.3pp |
| Employer contribution / active EE | $730 | $4,222-82.7% | $3,631-79.9% | $4,779-84.7% |
| Participant deferral / active EE | $2,269 | $4,682-51.5% | $4,082-44.4% | $5,609-59.5% |
| Admin fee / account holder | $2,776 | $6,674-58.4% | $5,478-49.3% | $10,829-74.4% |