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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 | $54,804 | $60,128-8.9% | $90,440-39.4% | $79,852-31.4% |
| Participation rate | 47.7% | 65.0%-17.3pp | 72.7%-25.0pp | 69.6%-21.9pp |
| Annual return | 13.31% | 71.95%-58.6pp | 1294.38%-1281.1pp | 31.72%-18.4pp |
| Employer contribution / active EE | $879 | $2,068-57.5% | $3,263-73.1% | $2,471-64.4% |
| Participant deferral / active EE | $1,566 | $2,939-46.7% | $3,964-60.5% | $3,740-58.1% |
| Admin fee / account holder | $4,866 | $3,977+22.3% | $5,615-13.3% | $5,306-8.3% |