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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 | $29,374 | $60,139-51.2% | $90,461-67.5% | $79,856-63.2% |
| Participation rate | 49.3% | 65.0%-15.7pp | 72.7%-23.4pp | 69.6%-20.3pp |
| Annual return | 19.73% | 71.96%-52.2pp | 1294.76%-1275.0pp | 31.71%-12.0pp |
| Employer contribution / active EE | $5,423 | $2,069+162.1% | $3,264+66.1% | $2,471+119.4% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,107 | $3,978-47.0% | $5,617-62.5% | $5,306-60.3% |