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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 | $48,786 | $57,305-14.9% | $86,640-43.7% | $75,173-35.1% |
| Participation rate | 21.9% | 63.2%-41.3pp | 71.7%-49.8pp | 67.2%-45.3pp |
| Annual return | 24.47% | 2674.24%-2649.8pp | 592.52%-568.0pp | 160.72%-136.2pp |
| Employer contribution / active EE | $1,906 | $2,316-17.7% | $3,024-37.0% | $2,671-28.6% |
| Participant deferral / active EE | $3,247 | $3,320-2.2% | $4,438-26.8% | $4,126-21.3% |
| Admin fee / account holder | $1,387 | $4,116-66.3% | $5,616-75.3% | $5,651-75.5% |