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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 | $33,022 | $60,128-45.1% | $90,440-63.5% | $79,852-58.6% |
| Participation rate | 51.7% | 65.0%-13.3pp | 72.7%-21.0pp | 69.6%-17.9pp |
| Annual return | 18.51% | 71.95%-53.4pp | 1294.38%-1275.9pp | 31.72%-13.2pp |
| Employer contribution / active EE | $1,482 | $2,068-28.4% | $3,263-54.6% | $2,471-40.0% |
| Participant deferral / active EE | $5,182 | $2,939+76.3% | $3,964+30.7% | $3,740+38.5% |
| Admin fee / account holder | $1,356 | $3,977-65.9% | $5,615-75.9% | $5,306-74.4% |