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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 | $35,347 | $52,353-32.5% | $120,225-70.6% | $82,448-57.1% |
| Participation rate | 26.3% | 58.3%-32.0pp | 69.6%-43.3pp | 68.1%-41.8pp |
| Annual return | 17.31% | 61.85%-44.5pp | 439.23%-421.9pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,245 | $2,627-14.5% | $3,999-43.9% | $4,139-45.8% |
| Admin fee / account holder | $740 | $4,363-83.0% | $5,696-87.0% | $7,234-89.8% |