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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 | $29,776 | $60,128-50.5% | $90,440-67.1% | $79,852-62.7% |
| Participation rate | 37.0% | 65.0%-28.0pp | 72.7%-35.7pp | 69.6%-32.6pp |
| Annual return | 21.04% | 71.95%-50.9pp | 1294.38%-1273.3pp | 31.72%-10.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,771 | $2,939+62.4% | $3,964+20.4% | $3,740+27.6% |
| Admin fee / account holder | $639 | $3,977-83.9% | $5,615-88.6% | $5,306-88.0% |