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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 | $38,109 | $60,119-36.6% | $90,430-57.9% | $79,858-52.3% |
| Participation rate | 35.5% | 65.0%-29.5pp | 72.7%-37.2pp | 69.6%-34.2pp |
| Annual return | 25.06% | 71.94%-46.9pp | 1293.73%-1268.7pp | 31.72%-6.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,405 | $2,938+15.9% | $3,963-14.1% | $3,740-9.0% |
| Admin fee / account holder | $8,855 | $3,976+122.7% | $5,613+57.8% | $5,306+66.9% |