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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 | $37,869 | $57,305-33.9% | $86,640-56.3% | $75,173-49.6% |
| Participation rate | 46.3% | 63.2%-16.9pp | 71.7%-25.4pp | 67.2%-20.9pp |
| Annual return | 17.52% | 2674.24%-2656.7pp | 592.52%-575.0pp | 160.72%-143.2pp |
| Employer contribution / active EE | $2,850 | $2,316+23.0% | $3,024-5.8% | $2,671+6.7% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,435 | $4,116-65.1% | $5,616-74.4% | $5,651-74.6% |