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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 | $52,058 | $57,330-9.2% | $86,656-39.9% | $75,177-30.8% |
| Participation rate | 48.9% | 63.2%-14.3pp | 71.7%-22.8pp | 67.2%-18.3pp |
| Annual return | 13.67% | 2675.40%-2661.7pp | 593.09%-579.4pp | 160.75%-147.1pp |
| Employer contribution / active EE | $1,977 | $2,316-14.6% | $3,025-34.7% | $2,671-26.0% |
| Participant deferral / active EE | $2,610 | $3,320-21.4% | $4,439-41.2% | $4,126-36.7% |
| Admin fee / account holder | $41,156 | $4,115+900.2% | $5,619+632.5% | $5,651+628.2% |