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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 | $47,986 | $47,479+1.1% | $62,929-23.7% | $82,448-41.8% |
| Participation rate | 44.7% | 66.9%-22.2pp | 73.1%-28.4pp | 68.1%-23.4pp |
| Annual return | 14.20% | 20.34%-6.1pp | 1063.93%-1049.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,746 | $1,885-7.4% | $2,505-30.3% | $2,551-31.6% |
| Participant deferral / active EE | $1,486 | $2,870-48.2% | $3,888-61.8% | $4,139-64.1% |
| Admin fee / account holder | $3,716 | $3,804-2.3% | $5,065-26.6% | $7,234-48.6% |