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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 | $31,016 | $49,164-36.9% | $121,169-74.4% | $75,181-58.7% |
| Participation rate | 41.8% | 55.4%-13.6pp | 69.5%-27.7pp | 67.2%-25.4pp |
| Annual return | 19.80% | 56.03%-36.2pp | 986.71%-966.9pp | 160.69%-140.9pp |
| Employer contribution / active EE | $1,163 | $1,546-24.8% | $4,168-72.1% | $2,671-56.4% |
| Participant deferral / active EE | $3,125 | $2,628+18.9% | $4,083-23.5% | $4,126-24.3% |
| Admin fee / account holder | $1,855 | $3,942-52.9% | $5,645-67.1% | $5,650-67.2% |