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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 | $52,613 | $102,385-48.6% | $147,080-64.2% | $80,935-35.0% |
| Participation rate | 42.2% | 75.9%-33.7pp | 82.2%-40.0pp | 67.7%-25.5pp |
| Annual return | 20.00% | 135.09%-115.1pp | 420.17%-400.2pp | 35.66%-15.7pp |
| Employer contribution / active EE | $1,978 | $3,717-46.8% | $4,933-59.9% | $2,757-28.3% |
| Participant deferral / active EE | $3,847 | $6,651-42.2% | $8,066-52.3% | $4,299-10.5% |
| Admin fee / account holder | $1,552 | $7,951-80.5% | $12,989-88.1% | $6,924-77.6% |