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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 | $46,715 | $73,397-36.4% | $178,014-73.8% | $74,546-37.3% |
| Participation rate | 40.5% | 66.6%-26.1pp | 77.1%-36.5pp | 67.2%-26.7pp |
| Annual return | 13.74% | 17.49%-3.8pp | 294.80%-281.1pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $802 | $2,217-63.8% | $3,950-79.7% | $2,624-69.4% |
| Participant deferral / active EE | $1,908 | $4,512-57.7% | $6,276-69.6% | $4,347-56.1% |
| Admin fee / account holder | $732 | $1,809-59.5% | $10,362-92.9% | $1,944-62.3% |