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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 | $48,660 | $60,261-19.3% | $81,783-40.5% | $74,546-34.7% |
| Participation rate | 32.9% | 62.9%-30.0pp | 72.4%-39.4pp | 67.2%-34.3pp |
| Annual return | 12.31% | 16.88%-4.6pp | 775.05%-762.7pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $1,347 | $2,622-48.6% | $2,913-53.8% | $2,624-48.7% |
| Participant deferral / active EE | $2,111 | $3,388-37.7% | $4,320-51.1% | $4,347-51.5% |
| Admin fee / account holder | $6,112 | $1,482+312.3% | $7,380-17.2% | $1,944+214.5% |