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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 | $52,286 | $100,895-48.2% | $90,430-42.2% | $158,950-67.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 28.42% | 1725.54%-1697.1pp | 1293.73%-1265.3pp | 302.91%-274.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,099 | $4,347-74.7% | $3,963-72.3% | $5,983-81.6% |
| Admin fee / account holder | $842 | $6,505-87.1% | $5,613-85.0% | $11,248-92.5% |