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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 | $37,813 | $60,139-37.1% | $90,461-58.2% | $79,856-52.6% |
| Participation rate | 55.0% | 65.0%-10.0pp | 72.7%-17.7pp | 69.6%-14.6pp |
| Annual return | 17.97% | 71.96%-54.0pp | 1294.76%-1276.8pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,639 | $2,069-20.8% | $3,264-49.8% | $2,471-33.7% |
| Participant deferral / active EE | $4,543 | $2,939+54.6% | $3,964+14.6% | $3,741+21.5% |
| Admin fee / account holder | $667 | $3,978-83.2% | $5,617-88.1% | $5,306-87.4% |