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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 | $44,627 | $51,638-13.6% | $129,406-65.5% | $80,959-44.9% |
| Participation rate | 32.6% | 56.9%-24.4pp | 69.6%-37.1pp | 67.7%-35.1pp |
| Annual return | 13.28% | 20.78%-7.5pp | 9468.18%-9454.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,444 | $1,584-8.8% | $4,155-65.3% | $2,757-47.6% |
| Participant deferral / active EE | $2,659 | $2,670-0.4% | $4,167-36.2% | $4,300-38.2% |
| Admin fee / account holder | $4,417 | $4,313+2.4% | $7,689-42.6% | $6,925-36.2% |