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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 | $63,309 | $48,570+30.3% | $130,660-51.5% | $72,975-13.2% |
| Participation rate | 49.1% | 58.6%-9.5pp | 71.7%-22.7pp | 69.5%-20.4pp |
| Annual return | 22.90% | 38.63%-15.7pp | 1709.29%-1686.4pp | 81.01%-58.1pp |
| Employer contribution / active EE | $784 | $1,334-41.3% | $4,092-80.9% | $2,440-67.9% |
| Participant deferral / active EE | $4,670 | $2,384+95.9% | $3,603+29.6% | $3,608+29.5% |
| Admin fee / account holder | $2,634 | $3,549-25.8% | $5,463-51.8% | $5,124-48.6% |