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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 | $34,273 | $60,128-43.0% | $90,440-62.1% | $79,852-57.1% |
| Participation rate | 44.8% | 65.0%-20.2pp | 72.7%-27.9pp | 69.6%-24.8pp |
| Annual return | 10.79% | 71.95%-61.2pp | 1294.38%-1283.6pp | 31.72%-20.9pp |
| Employer contribution / active EE | $752 | $2,068-63.6% | $3,263-77.0% | $2,471-69.6% |
| Participant deferral / active EE | $969 | $2,939-67.0% | $3,964-75.5% | $3,740-74.1% |
| Admin fee / account holder | $2,609 | $3,977-34.4% | $5,615-53.5% | $5,306-50.8% |