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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 | $53,368 | $65,555-18.6% | $86,216-38.1% | $75,173-29.0% |
| Participation rate | 52.4% | 60.5%-8.1pp | 69.0%-16.6pp | 67.2%-14.8pp |
| Annual return | 19.48% | 46.07%-26.6pp | 1169.42%-1149.9pp | 160.72%-141.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,550 | $3,023+17.4% | $3,986-10.9% | $4,126-14.0% |
| Admin fee / account holder | $2,654 | $5,469-51.5% | $6,853-61.3% | $5,651-53.0% |