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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 | $33,334 | $51,638-35.4% | $68,368-51.2% | $82,448-59.6% |
| Participation rate | 63.6% | 63.6%0pp | 73.8%-10.1pp | 68.1%-4.4pp |
| Annual return | 42.58% | 37.53%+5.0pp | 292.57%-250.0pp | 41.64%+0.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,581 | $2,914+22.9% | $4,123-13.2% | $4,139-13.5% |
| Admin fee / account holder | $11,550 | $4,643+148.7% | $5,150+124.3% | $7,234+59.7% |