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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 | $31,117 | $57,305-45.7% | $86,640-64.1% | $75,173-58.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 14.79% | 2674.24%-2659.4pp | 592.52%-577.7pp | 160.72%-145.9pp |
| Employer contribution / active EE | $1,024 | $2,316-55.8% | $3,024-66.1% | $2,671-61.6% |
| Participant deferral / active EE | $3,926 | $3,320+18.3% | $4,438-11.6% | $4,126-4.9% |
| Admin fee / account holder | $8,889 | $4,116+116.0% | $5,616+58.3% | $5,651+57.3% |