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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 | $34,761 | $60,139-42.2% | $90,461-61.6% | $79,856-56.5% |
| Participation rate | 51.7% | 65.0%-13.3pp | 72.7%-21.0pp | 69.6%-18.0pp |
| Annual return | 17.97% | 71.96%-54.0pp | 1294.76%-1276.8pp | 31.71%-13.7pp |
| Employer contribution / active EE | $853 | $2,069-58.8% | $3,264-73.9% | $2,471-65.5% |
| Participant deferral / active EE | $2,493 | $2,939-15.2% | $3,964-37.1% | $3,741-33.4% |
| Admin fee / account holder | $1,833 | $3,978-53.9% | $5,617-67.4% | $5,306-65.5% |