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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 | $24,835 | $102,382-75.7% | $147,005-83.1% | $80,874-69.3% |
| Participation rate | 44.6% | 75.8%-31.2pp | 82.2%-37.5pp | 67.6%-23.0pp |
| Annual return | 19.19% | 134.89%-115.7pp | 418.76%-399.6pp | 35.62%-16.4pp |
| Employer contribution / active EE | $2,279 | $3,715-38.6% | $4,934-53.8% | $2,756-17.3% |
| Participant deferral / active EE | $4,713 | $6,646-29.1% | $8,070-41.6% | $4,297+9.7% |
| Admin fee / account holder | $16,518 | $7,942+108.0% | $13,006+27.0% | $6,935+138.2% |