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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 | $42,263 | $65,092-35.1% | $143,799-70.6% | $66,938-36.9% |
| Participation rate | 24.1% | 65.2%-41.1pp | 80.3%-56.2pp | 69.8%-45.7pp |
| Annual return | 2503.88% | -11.14%+2515.0pp | -0.04%+2503.9pp | 1.58%+2502.3pp |
| Employer contribution / active EE | $961 | $2,362-59.3% | $4,952-80.6% | $2,545-62.3% |
| Participant deferral / active EE | $1,674 | $2,920-42.7% | $5,638-70.3% | $4,238-60.5% |
| Admin fee / account holder | $986 | $502+96.3% | $14,677-93.3% | $594+66.2% |