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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 | $34,391 | $60,128-42.8% | $90,440-62.0% | $79,852-56.9% |
| Participation rate | 65.0% | 65.0%0pp | 72.7%-7.7pp | 69.6%-4.6pp |
| Annual return | 24.19% | 71.95%-47.8pp | 1294.38%-1270.2pp | 31.72%-7.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,888 | $2,939+202.4% | $3,964+124.2% | $3,740+137.6% |
| Admin fee / account holder | $484 | $3,977-87.8% | $5,615-91.4% | $5,306-90.9% |