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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 | $39,606 | $48,277-18.0% | $67,511-41.3% | $80,874-51.0% |
| Participation rate | 53.8% | 66.4%-12.5pp | 72.9%-19.0pp | 67.6%-13.8pp |
| Annual return | 16.61% | 18.27%-1.7pp | 3517.41%-3500.8pp | 35.62%-19.0pp |
| Employer contribution / active EE | $1,336 | $2,021-33.9% | $2,733-51.1% | $2,756-51.5% |
| Participant deferral / active EE | $2,289 | $2,926-21.8% | $4,000-42.8% | $4,297-46.7% |
| Admin fee / account holder | $778 | $3,687-78.9% | $3,999-80.5% | $6,935-88.8% |