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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 | $32,548 | $59,467-45.3% | $93,727-65.3% | $74,478-56.3% |
| Participation rate | 45.9% | 59.6%-13.7pp | 68.7%-22.8pp | 67.2%-21.3pp |
| Annual return | 11.46% | 82.14%-70.7pp | 133.83%-122.4pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $1,121 | $1,267-11.5% | $2,421-53.7% | $2,626-57.3% |
| Participant deferral / active EE | $2,603 | $3,052-14.7% | $4,417-41.1% | $4,350-40.2% |
| Admin fee / account holder | $1,066 | $3,028-64.8% | $8,292-87.1% | $1,946-45.2% |