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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 | $57,207 | $60,128-4.9% | $90,440-36.7% | $79,852-28.4% |
| Participation rate | 39.5% | 65.0%-25.5pp | 72.7%-33.2pp | 69.6%-30.2pp |
| Annual return | 16.69% | 71.95%-55.3pp | 1294.38%-1277.7pp | 31.72%-15.0pp |
| Employer contribution / active EE | $934 | $2,068-54.8% | $3,263-71.4% | $2,471-62.2% |
| Participant deferral / active EE | $1,218 | $2,939-58.5% | $3,964-69.3% | $3,740-67.4% |
| Admin fee / account holder | $1,225 | $3,977-69.2% | $5,615-78.2% | $5,306-76.9% |