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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 | $32,377 | $72,177-55.1% | $115,038-71.9% | $59,633-45.7% |
| Participation rate | 44.1% | 72.6%-28.4pp | 81.4%-37.2pp | 68.7%-24.6pp |
| Annual return | 118.01% | 12.02%+106.0pp | 26.14%+91.9pp | 2041.45%-1923.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,311 | $4,783-51.7% | $6,026-61.7% | $3,192-27.6% |
| Admin fee / account holder | $2,034 | $4,927-58.7% | $8,175-75.1% | $4,297-52.7% |