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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 | $56,074 | $60,139-6.8% | $90,461-38.0% | $79,856-29.8% |
| Participation rate | 51.9% | 65.0%-13.1pp | 72.7%-20.8pp | 69.6%-17.8pp |
| Annual return | 15.16% | 71.96%-56.8pp | 1294.76%-1279.6pp | 31.71%-16.5pp |
| Employer contribution / active EE | $876 | $2,069-57.6% | $3,264-73.1% | $2,471-64.5% |
| Participant deferral / active EE | $2,155 | $2,939-26.7% | $3,964-45.6% | $3,741-42.4% |
| Admin fee / account holder | $7,627 | $3,978+91.7% | $5,617+35.8% | $5,306+43.7% |