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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 | $41,396 | $39,162+5.7% | $100,671-58.9% | $59,633-30.6% |
| Participation rate | 48.5% | 55.9%-7.4pp | 70.7%-22.2pp | 68.7%-20.2pp |
| Annual return | -1.77% | 21.07%-22.8pp | 20.43%-22.2pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $3,176 | $1,151+176.0% | $4,012-20.9% | $2,203+44.2% |
| Participant deferral / active EE | $1,582 | $1,992-20.6% | $3,144-49.7% | $3,192-50.4% |
| Admin fee / account holder | $4,109 | $2,969+38.4% | $4,850-15.3% | $4,297-4.4% |