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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 | $46,444 | $58,311-20.4% | $81,882-43.3% | $80,959-42.6% |
| Participation rate | 53.7% | 63.5%-9.8pp | 72.4%-18.7pp | 67.7%-14.0pp |
| Annual return | 18.02% | 41.85%-23.8pp | 779.47%-761.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $2,290 | $2,347-2.4% | $2,916-21.5% | $2,757-16.9% |
| Participant deferral / active EE | $4,344 | $3,287+32.2% | $4,323+0.5% | $4,300+1.0% |
| Admin fee / account holder | $4,564 | $4,752-4.0% | $7,360-38.0% | $6,925-34.1% |