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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 | $54,786 | $57,312-4.4% | $86,617-36.7% | $75,181-27.1% |
| Participation rate | 37.3% | 63.2%-25.9pp | 71.7%-34.4pp | 67.2%-29.9pp |
| Annual return | 18.76% | 2672.78%-2654.0pp | 591.91%-573.2pp | 160.69%-141.9pp |
| Employer contribution / active EE | $1,983 | $2,315-14.4% | $3,023-34.4% | $2,671-25.8% |
| Participant deferral / active EE | $2,391 | $3,319-28.0% | $4,437-46.1% | $4,126-42.1% |
| Admin fee / account holder | $539 | $4,114-86.9% | $5,613-90.4% | $5,650-90.5% |