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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 | $58,234-20.2% | $81,783-43.2% | $80,874-42.6% |
| Participation rate | 53.7% | 63.4%-9.8pp | 72.4%-18.7pp | 67.6%-14.0pp |
| Annual return | 18.02% | 41.70%-23.7pp | 775.05%-757.0pp | 35.62%-17.6pp |
| Employer contribution / active EE | $2,290 | $2,341-2.2% | $2,913-21.4% | $2,756-16.9% |
| Participant deferral / active EE | $4,344 | $3,283+32.3% | $4,320+0.6% | $4,297+1.1% |
| Admin fee / account holder | $4,564 | $4,982-8.4% | $7,380-38.2% | $6,935-34.2% |