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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 | $52,570 | $57,305-8.3% | $86,640-39.3% | $75,173-30.1% |
| Participation rate | 48.0% | 63.2%-15.2pp | 71.7%-23.7pp | 67.2%-19.2pp |
| Annual return | 19.09% | 2674.24%-2655.1pp | 592.52%-573.4pp | 160.72%-141.6pp |
| Employer contribution / active EE | $741 | $2,316-68.0% | $3,024-75.5% | $2,671-72.2% |
| Participant deferral / active EE | $2,391 | $3,320-28.0% | $4,438-46.1% | $4,126-42.1% |
| Admin fee / account holder | $495 | $4,116-88.0% | $5,616-91.2% | $5,651-91.2% |