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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 | $35,097 | $49,199-28.7% | $121,204-71.0% | $75,173-53.3% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 21.65% | 56.04%-34.4pp | 987.18%-965.5pp | 160.72%-139.1pp |
| Employer contribution / active EE | $1,082 | $1,547-30.1% | $4,170-74.1% | $2,671-59.5% |
| Participant deferral / active EE | $3,706 | $2,630+40.9% | $4,083-9.2% | $4,126-10.2% |
| Admin fee / account holder | $435 | $3,946-89.0% | $5,651-92.3% | $5,651-92.3% |