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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 | $49,063 | $60,139-18.4% | $90,461-45.8% | $79,856-38.6% |
| Participation rate | 61.3% | 65.0%-3.7pp | 72.7%-11.4pp | 69.6%-8.3pp |
| Annual return | 15.28% | 71.96%-56.7pp | 1294.76%-1279.5pp | 31.71%-16.4pp |
| Employer contribution / active EE | $417 | $2,069-79.9% | $3,264-87.2% | $2,471-83.1% |
| Participant deferral / active EE | $3,956 | $2,939+34.6% | $3,964-0.2% | $3,741+5.8% |
| Admin fee / account holder | $1,036 | $3,978-74.0% | $5,617-81.6% | $5,306-80.5% |