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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 | $41,259 | $72,446-43.0% | $67,561-38.9% | $145,877-71.7% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.3pp | 80.3%-24.7pp |
| Annual return | 25.52% | 7211.98%-7186.5pp | 3525.44%-3499.9pp | 551.28%-525.8pp |
| Employer contribution / active EE | $1,173 | $3,072-61.8% | $2,735-57.1% | $4,663-74.8% |
| Participant deferral / active EE | $3,986 | $4,785-16.7% | $4,003-0.4% | $6,691-40.4% |
| Admin fee / account holder | $25,854 | $5,541+366.6% | $4,006+545.5% | $13,402+92.9% |