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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 | $47,549 | $60,128-20.9% | $90,440-47.4% | $79,852-40.5% |
| Participation rate | 52.9% | 65.0%-12.1pp | 72.7%-19.8pp | 69.6%-16.8pp |
| Annual return | 18.30% | 71.95%-53.7pp | 1294.38%-1276.1pp | 31.72%-13.4pp |
| Employer contribution / active EE | $1,103 | $2,068-46.7% | $3,263-66.2% | $2,471-55.4% |
| Participant deferral / active EE | $2,697 | $2,939-8.2% | $3,964-32.0% | $3,740-27.9% |
| Admin fee / account holder | $1,739 | $3,977-56.3% | $5,615-69.0% | $5,306-67.2% |