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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 | $45,125 | $47,479-5.0% | $62,929-28.3% | $82,448-45.3% |
| Participation rate | 25.0% | 66.9%-41.9pp | 73.1%-48.1pp | 68.1%-43.1pp |
| Annual return | 16.59% | 20.34%-3.7pp | 1063.93%-1047.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $831 | $1,885-55.9% | $2,505-66.8% | $2,551-67.4% |
| Participant deferral / active EE | $1,441 | $2,870-49.8% | $3,888-63.0% | $4,139-65.2% |
| Admin fee / account holder | $4,437 | $3,804+16.7% | $5,065-12.4% | $7,234-38.7% |