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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 | $44,032 | $60,128-26.8% | $90,440-51.3% | $79,852-44.9% |
| Participation rate | 37.7% | 65.0%-27.3pp | 72.7%-35.0pp | 69.6%-32.0pp |
| Annual return | 19.76% | 71.95%-52.2pp | 1294.38%-1274.6pp | 31.72%-12.0pp |
| Employer contribution / active EE | $1,244 | $2,068-39.8% | $3,263-61.9% | $2,471-49.7% |
| Participant deferral / active EE | $1,659 | $2,939-43.5% | $3,964-58.1% | $3,740-55.6% |
| Admin fee / account holder | $2,784 | $3,977-30.0% | $5,615-50.4% | $5,306-47.5% |