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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 | $42,742 | $57,305-25.4% | $86,640-50.7% | $75,173-43.1% |
| Participation rate | 52.7% | 63.2%-10.5pp | 71.7%-19.0pp | 67.2%-14.5pp |
| Annual return | 18.49% | 2674.24%-2655.7pp | 592.52%-574.0pp | 160.72%-142.2pp |
| Employer contribution / active EE | $1,756 | $2,316-24.2% | $3,024-41.9% | $2,671-34.2% |
| Participant deferral / active EE | $5,607 | $3,320+68.9% | $4,438+26.3% | $4,126+35.9% |
| Admin fee / account holder | $3,928 | $4,116-4.6% | $5,616-30.1% | $5,651-30.5% |